Guidance on Sending Tables and Draft Emails to Hubspot from Clay | Clay

Guidance on Sending Tables and Draft Emails to Hubspot from Clay

Hi all, wondering if you could provide a bit of guidance on how to best go about sending a table along with a drafted email into Hubspot? We have a table populated with say 10 contacts - all have a drafted email within Clay. How do we get these contacts into Hubspot (most of which will be brand new and thus not in Hubspot) along with their email copies so we can send them out through our CRM? From looking around, I see suggestions of using Zapier to get this into HS but wonder if there is a way natively through Clay. Thanks!

8 comments

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👋 Hey there! Our support team has got your message - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in this thread so that we can help you as quickly as possible!
LuisArturo
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Hey there Dennis thanks for reaching out, there is a native feature that can be used to upload contacts into Clay, however this would require the ability to integrate with CRMs, which becomes available starting at the Pro plan level https://www.clay.com/pricing https://downloads.intercomcdn.com/i/o/w28k1kwz/1208031460/887b061e9775522ab6d35750a0ec/image.png?expires=1728342900&signature=a6f0bc80c158389ba3b5ec62c643c9f256cfe8197d1806171564dc42bc8ad325&req=dSInHsl9nIVZWfMW1HO4zSzLiLGrPx2uor%2BvJMNRzL4LY0j7tv04aNfnH%2B0O%0ADqol%0A
Dennis C.
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Thank you for the quick response! We're prepared for the move to Pro - but wanted to be sure this is an option 🙂 I think this is everything I need for now, thanks again.
Tanvi R.
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No problem Dennis, let us know if there's anything else we can help you with!
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Hi Dennis C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Dennis C.
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Tanvi R. sorry a follow up, when we go to create/update contact in Hubspot, how do we get it to actually also send the email we've generated in Clay? So that we can get it ready for sending right out of hubspot https://app.clay.com/workspaces/315526/workbooks/wb_FHScpHMn8hn3/tables/t_nDkRnKx8zNaZ/views/gv_JDQaB2Sj7qYe
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.
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Thanks! We've reopened this thread. You can continue to add more detail directly in this thread.