Bulk Create Parent-Child Associations in HubSpot with Claygent | Clay

Bulk Create Parent-Child Associations in HubSpot with Claygent

Does anyone know if there is a way to use Clay to create Parent-Child associations in bulk using Claygent and then sync that back to Hubspot with accuracy? I was thinking of exporting all of my records from Hubspot to include the Parent Company Record ID, then find child companies somehow using Claygent so figure out all subsidiaries of these big companies, and then import that back into Hubspot with the right Parent Record ID associated with each child company for the parent. Does anyone have any suggestions or questions about what I am trying to do?

8 comments

Channeled
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You can create parent-child company associations in HubSpot using Clay through the following process: 1. First, import your HubSpot companies into Clay using the "Import objects" action. 2. Once you have your data in Clay, you can use the "Create association" action to establish parent-child relationships between companies. You'll need: • From Object Type: Company (parent) • To Object Type: Company (child) • From Object ID: The parent company's HubSpot ID • To Object ID: The child company's HubSpot ID 3. To bulk create these associations: • Set up your Clay table with columns for both parent and child company IDs • Add the HubSpot "Create association" action • Map the corresponding ID fields • Configure the run settings to process all rowsThe associations will automatically sync back to HubSpot when the action runs. You can verify the connections using the "Retrieve associated objects" action to check the relationships. Source: Hubspot integration overview | Documentation | Clay University
Mash S.
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What level Clay subscription do I need to use Hubspot Integration? Did this change recently? This support article you sent me says the Hubspot integration is included in all level subscriptions, and I have the Explorer subscription.
Channeled
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The HubSpot native integrations are now available exclusively on Pro usage plans. If you're on an Explorer Plan, you can still integrate with HubSpot, but you'll need to use HubSpot's REST API in combination with Clay's HTTP API and Webhook table features. This allows you to replicate the native integration functionality by manually configuring calls to HubSpot's endpoints.
Mash S.
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Can you tell me a little more about how I would accomplish this in practical step by step terms?
Channeled
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Here's how to create parent-child company associations using HubSpot's REST API with Clay: 1. Set up a Webhook table in Clay to receive your HubSpot company data. You can find detailed instructions in our video tutorial on creating webhook tables. 2. For creating company associations, you'll need: • Parent company's HubSpot ID • Child company's HubSpot ID • The correct association type 3. Configure the following fields in your Clay table: • From Object Type: Company (parent) • To Object Type: Company (child) • From Object ID: Parent company's HubSpot ID • To Object ID: Child company's HubSpot ID 4. Use Clay's HTTP API to make calls to HubSpot's endpoints. You can find detailed setup instructions in our HTTP API guide at docs.clay.com/en/articles/9672489-http-api-with-clay.For specific HubSpot API endpoints and authentication requirements, refer to HubSpot's API documentation at developers.hubspot.com/docs/api/overview. Source: Hubspot integration overview | Documentation | Clay University
Channeled
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Hi Mash S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Jacob T.
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Mash S. you can definitely create parent-child associations in Clay if the information is available online. I've done this via claygent to distinguish between apartment properties and the parent holding company for the properties. I'm not sure if Clay's native HubSpot integration is capable of creating associations like this though. For that, you'd probably want to use custom code. I can help with that if you're interested in discussing further.
Channeled
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Here's how to create parent-child company associations in Clay and sync them to HubSpot: 1. In Clay, create a table with both parent and child company information. 2. Use the HubSpot integration to create/lookup the companies: • Add HubSpot enrichment > Choose "Create Object" or "Lookup Object" • Select "Company" as the object type • Map your Clay table fields to HubSpot company properties • This will give you the HubSpot IDs for both companies 3. To create the association: • Add another HubSpot enrichment • Select "Create Association" action • Configure the following: • • From Object Type: Company (parent) • • To Object Type: Company (child) • • From Object ID: Parent company's HubSpot ID • • To Object ID: Child company's HubSpot IDThe new "Retrieve and Create Association" feature makes it easier to build these CRM relationships between objects. Sources: Hubspot integration overview | Documentation | Clay University HubSpot Integration Updates, YouTube Transcripts, Versium, Influencers Club, and More!