I have a clay table that consists of contacts and the company they work at. These companies and contacts do not exist in hubspot yet. I want to create them in hubspot. Is it possible to do that in one enrichment?
You can't create both contacts and companies in a single enrichment, but you can set up a workflow to handle this efficiently. [1]
Here's the approach:
Create companies first - Use HubSpot's "Create object" action for companies
Create contacts second - Use another "Create object" action for contacts
Link them together - Use "Create association" to connect contacts to their companies [2]
Before creating, add HubSpot "Lookup object" actions to check if records already exist - this prevents duplicates. [3] The workflow becomes: lookup → create (if needed) → associate.
You'll need separate columns for each step, but Clay can automate the entire sequence once set up.
Is that what you were looking for?
yes, can you help detail this out in more detail for me?
Here's the detailed workflow:
Step 1: Lookup Companies
Add HubSpot "Lookup object" for companies using domain as identifier. This checks if companies already exist. [1]
Step 2: Create Companies
Use HubSpot "Create or Update Company" action. Map company domain and other fields. This only creates if lookup found no match. [2]
Step 3: Lookup Contacts
Add HubSpot "Lookup Contact" using email as identifier to check existing contacts.
Step 4: Create Contacts
Use HubSpot "Create object" for contacts. Map email, name, and other contact fields. [3]
Step 5: Create Associations
Use HubSpot "Create association" to link contacts to their companies using the company IDs from step 2.
Run a 10-row test first to verify the workflow works correctly before processing your full dataset.
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If you need any more help with setting up your HubSpot workflow or have other questions, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific part you want to focus on?
I dont see create or update. I just see 2 separate ones - "create" and "update"
You're correct! We've updated our HubSpot integration and now have separate "Create" and "Update" actions instead of the combined "Create or Update" option. [1]
For your workflow, use the separate "Create object" action for both companies and contacts. The Create action will handle new records, and you can use "Lookup object" first to check if records already exist to avoid duplicates. [2]
So your workflow becomes:
Lookup company → Create company (if needed)
Lookup contact → Create contact (if needed)
Create association to link them
This gives you more control over the process than the old combined action.
Is that what you were looking for?
If you still need help with setting up your HubSpot workflow or have any other questions, I’m here to assist. Would you like to share more about what you’re trying to resolve or understand?
