Stop Auto-Enrichment for Existing Hubspot Companies: How-to Guide

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Hi, I would like Clay to only enrich new companies created but not already present in my Hubspot (via company domain) automatically. If company already present and enriched then auto-enrichment stop! How to do? Thanks

2 comments

Clay Team
APP
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Hey Pierre, thanks for reaching out, sorry for the delay!
Clay Team
APP
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Here's an example of how to setup a lookup for DNC which would work similarly for your use case, but you could use the Hubspot Lookup integration instead to achieve this- https://www.loom.com/share/80d613c10d5248f6bfc662cc95c8023d Based on matches, you can set up conditional formulas so existing records don't get enriched or contacted.