Hello all. How do you go about comparing data scrapped from a CSV file versus what you have on your CRM (Hubspot). Im trying to identify two specific properties. 1. Company name. 2 Job title from Contact details. I need Clay to compare those two properties scrapped VS what i have on my CRM and then show me which contacts have updated details for these two properties. Is this possible to do and how? Thank you
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Hello Cindy! You can do this by following these steps: - Import your contacts from the CSV file into a Clay table: https://downloads.intercomcdn.com/i/o/w28k1kwz/1231711241/c8124a954f912f2ab188911245a6/CleanShot+2024-10-28+at+11_06_47.gif?expires=1730141100&signature=e1f7bd8193dabe8ad1b953a2a35d709cdad6da4d726a86bc164026ad0096c502&req=dSIkF85%2FnINbWPMW1HO4zXF1WCu0AtxETmRKVi3shWuWrjP%2BI660WTM4eoe%2F%0AjYnX%0A - Make a hubspot lookup column to compare a field in your csv with a field in your hubspot: https://downloads.intercomcdn.com/i/o/w28k1kwz/1231713729/c9af64f083c3ad6b01c9b8d8e75e/CleanShot+2024-10-28+at+11_09_06.gif?expires=1730141100&signature=d07b2a278c257e9f4dcb5bb60f646ac5a86d950d0ffd83c6cc8b4a67d24f7478&req=dSIkF85%2FnoZdUPMW1HO4zSEK1qgd4oiVYFO1SPtX%2FKUs%2BlOP5AyJDZWHq7Fc%0ANQu4%0A There is some more information on the hubspot lookup contact enrichment here.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!