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!
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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
Thank you for the quick response! We're prepared for the move to Pro - but wanted to be sure this is an option ๐ I think this is everything I need for now, thanks again.
No problem Dennis, let us know if there's anything else we can help you with!
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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