when using the hubspot integration - what is the best way to handle duplicates? will the hubspot/clay "Create Object" automatically detect duplicates and update the record rather than create a duplicate record?
The "Create Object" action in Clay doesn't automatically detect duplicates in HubSpot. To prevent duplicates, you should: 1. First use the "Lookup object" action to check if a record exists 2. Then use conditional runs to only create new objects when no match is found For companies specifically, you can use the "Create or Update Company" action which will update existing records when you provide either the company domain or HubSpot Company ID.
what if i want to update the record?
do i need to use a seperate column for that?
To update an existing HubSpot record in Clay, you have two options: 1. Use the "Update object" action which requires: • Object type (contact, company, etc.) • HubSpot Object ID • Optional: Ignore blank values 2. Use specialized actions that handle both creation and updates: • "Create or Update Contact" (requires email or Contact ID) • "Create or Update Company" (requires domain or Company ID) These specialized actions automatically update existing records instead of creating duplicates.
Yes, you need a separate column for updating HubSpot records. Use the "Update object" action which requires: 1. Object type (contact, company, etc.) 2. HubSpot Object ID 3. Optional: Ignore blank values setting Alternatively, use specialized actions like "Create or Update Contact" (requires email or Contact ID) or "Create or Update Company" (requires domain or Company ID). For best results, use a lookup column first to get the HubSpot Record ID, as using other identifiers like LinkedIn URLs may not work reliably.
which field should i use to do the "look up" in hubspot
For contacts, use email as the primary lookup field since contact ID isn't typically available beforehand. For companies, use the company domain or HubSpot Company ID. Using the HubSpot Record ID (returned from a lookup) is most reliable for updates, as other identifiers like LinkedIn URLs may not work consistently.
what if there is no email
If no email is available, you can look up HubSpot contacts using: 1. Full name - though this is less reliable due to potential duplicates 2. Phone number - can be used as an alternative identifier 3. Contact ID - most reliable if you already have it For updates, use the "Update object" action with the HubSpot Contact ID that you retrieved from the lookup.
can i use full name + email + linkedin URL to cover by basis?
Yes, you can use a combination of identifiers for more reliable HubSpot lookups. Email is the primary and most reliable lookup field, but you can also use full name as a backup. LinkedIn URL isn't directly supported as a lookup field in the HubSpot integration. For updates, use the "Create or Update Contact" action with an email address or HubSpot Contact ID as the identifier.
