Help Needed: Issues with HubSpot Contact and Company Creation

Hi Team! I'm having an issue with a table. I'm trying to update Hubspot with contacts but I can't get the create contact enrichment to work. I only want it to create the contact when the Hubspot ID column is empty. As well I want to create companies that are not already in HS and associate the contact to the company. I'm struggling 😅 Could you give me a hand? Thank you! https://app.clay.com/workspaces/339726/workbooks/wb_NBe79Vs7NsVQ/tables/t_jaDK84Tqh5GR/views/gv_4KdTN9sWE2uc

3 comments

Channeled
APP
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To set up the create contact enrichment as you've described, follow these steps: 1. Use the "Lookup Object" action to check if contacts exist in HubSpot using their email addresses. 2. Create a new column using the "Create Object" action for contacts. 3. Set up a conditional run for this action to only execute when the HubSpot ID column is empty. 4. For companies, use another "Lookup Object" action to check if they exist in HubSpot. 5. Create a new column with the "Create Object" action for companies, running it conditionally when the company doesn't exist. 6. Use the "Create association" action to link contacts with their respective companies. Remember to test with a small batch before running in bulk. If you need more detailed guidance, consider requesting human assistance.
Sources: Create or Update Contact with HubSpot Push Data To Your CRM [Clay 101] - Clay University Hubspot integration overview | Documentation | Clay University
Heather M.
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Unfortunately I've tried that and it hasn't worked.
Channeled
APP
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