Hi, is there a possibility to purchase just one Item Action from the HubSpot integration? For example, the “lookup object with HubSpot” action? If not, does the Pro plan include all listed CRM integrations (e.g. all HubSpot Actions, all Salesforce Actions, etc.)?
No, you cannot purchase individual HubSpot actions separately. All CRM features, including HubSpot, Salesforce, Pipedrive, Close, and Loxo integrations, are bundled together and only available with the Pro Plan or higher.
Is that what you were looking for?
If you need any more help understanding our plans or CRM integrations, I’m here to assist. Would you like to share more about what you’re trying to achieve with the HubSpot actions or other CRM features?
Do you have any further recommendations to prevent duplicate contacts between Clay and HubSpot?
Here are additional strategies to prevent duplicates:
Use AI formulas for better matching - Compare email domains between existing contacts and target companies to confirm they belong to the same organization. [1]
Route all data through Clay first - Make Clay your "data cleanroom" by checking every contact source (outbound, inbound signups, webinars, conferences) against HubSpot before creating records. [2]
Try name-based lookups as backup - If your CRM isn't well-maintained, you can also lookup by full name, though this is less reliable due to duplicate names across companies.
Set up conditional runs properly - Only run "Create or Update Contact" actions when no matching contact ID is found from your lookup step. [3]
This approach positions Clay as a gatekeeper, preventing duplicate data from multiple sources across your company from polluting HubSpot.
Is that what you were looking for?
If you need any further assistance with preventing duplicate contacts or using HubSpot actions, I’m here to help. Would you like to provide more details about your setup or specific challenges you’re facing?
I want to make sure that the contacts I source don’t get duplicated with those in HubSpot, but I only have the Explorer version, not the Pro version. Do you have any recommendations other than using the CRM integration?
Without CRM integrations, you can use Clay's built-in auto-deduplication feature to prevent duplicates within your Clay tables before exporting.
Enable auto-dedupe by clicking the button at the bottom-right of your table, toggle on "Enable automatic deduplication," and select email as your unique identifier column. [1] This removes duplicate contacts automatically as you build your list.
You can also manually export your Clay data and cross-reference it with HubSpot exports before importing, though this requires more manual work. [2]
What's your current workflow for getting contacts from Clay into HubSpot?
If you still need help with managing duplicates or your workflow between Clay and HubSpot, I’m here to assist. Would you like to share more about your current process or any specific issues you’re encountering?
I source contacts through Clay and want to make sure that the contacts I source aren’t already in HubSpot. So Clay’s built-in auto-deduplication feature isn’t the right solution, since it only removes duplicates within a single table in clay.
You're right - Clay's auto-dedupe only works within tables, not against HubSpot.
On Explorer, you can use Clay's Lookup feature to check if contacts exist in other Clay tables where you've previously stored HubSpot data.
Create a reference table with your existing HubSpot contacts, then use "Lookup Single Row in Other Table" to check new contacts against it before exporting.
You could also export your current HubSpot contacts into a Clay table, then lookup against that table to identify which sourced contacts are truly new. [1]
How are you currently getting your existing HubSpot contacts - do you have them in a spreadsheet or another format you could import into Clay?
In an excel sheet. What is the exact process for doing this?
Here's the exact process:
Import your Excel into Clay: Click "Actions" dropdown → "Import" → upload your Excel file with HubSpot contacts [1]
Create your sourced contacts table: Build your new prospect list in a separate Clay table
Use Lookup to check duplicates: In your sourced contacts table, add "Lookup Single Row in Other Table" enrichment → select your HubSpot contacts table → match on email address [2]
Filter results: Only export contacts where the lookup returns empty (meaning they don't exist in HubSpot)
This way you'll know exactly which contacts are new before exporting to HubSpot. [3]
Is that what you were looking for?
