Ensuring Client Outreach in HubSpot for Job Table Creation

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Hey team, I'm creating a new table to track job opportunities for a client. How can I verify that the client hasn't already reached out to these contacts? Since we're using HubSpot, is there a way to check this within the platform?

1 comment

Clay
APP
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Use HubSpot's "Lookup Contact" action to check if contacts already exist before reaching out. Set up the lookup using email as the unique identifier, then use conditional runs to only contact new prospects who aren't found in your CRM. Here's the process: 1. Add HubSpot enrichment column with "Lookup Contact" action 2. Use email addresses as the primary lookup field 3. Run a test to see which contacts already exist 4. Set up conditional outreach that only runs when no matching contact ID is found This prevents duplicate outreach and maintains clean CRM hygiene.
Sources: Push Data To Your CRM [Clay 101] - Clay University Push Data To Your CRM [Clay 101] - Clay University