How do I pull only the primary company ID from a HubSpot Import? For example, this contact is associated with 2 companies in HubSpot. I would like the company name for him to be FINRA (the primary company), but it is pulling only the option for 1 company:
To get the primary company for a contact from HubSpot, you'll need to use the "Lookup Object" action with specific association settings: 1. Select your HubSpot account 2. Set "From Object Type" as "Contact" and "To Object Type" as "Company" 3. Choose "Deal with Primary Company" as the Association Type 4. Enter the Contact ID in the "From Object ID" fieldThis will retrieve only the primary company association for the contact. Source: Hubspot integration overview | Documentation | Clay University
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Can you clarify for step 3 and 4? I am looking for: a specific contact's primary associated company. I don't see an option for "association type" in the lookup
To retrieve a contact's primary associated company from HubSpot, you'll need to use the "Retrieve associated object with HubSpot" action instead of the regular lookup. Here's how to do it: 1. Add the "Retrieve associated object with HubSpot" action 2. Set up the following configuration: • From Object Type: Contact • To Object Type: Company • From Object ID: Enter your contact's HubSpot IDThe action will retrieve the associated company information for that contact.You can find this action by going to "Add Enrichment" > select "HubSpot" > choose "Retrieve associated object". Sources: Hubspot integration overview | Documentation | Clay University Lookup object with HubSpot | Clay.com Lookup Company with HubSpot | Clay.com
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How do I ensure it is retrieving the PRIMARY associated company, not the other associated company?
When using the "Retrieve associated object with HubSpot" action, you can specify "Deal with Primary Company" as the Association Type to ensure you're getting the primary company association. Here's how to set it up: 1. Add the "Retrieve associated object with HubSpot" action 2. Configure the following: • From Object Type: Contact • To Object Type: Company • Association Type: "Deal with Primary Company" • From Object ID: Enter your contact's HubSpot IDThis configuration will retrieve only the primary company associated with the contact. Source: Hubspot integration overview | Documentation | Clay University
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I do not see "Association Type" as an option:
Based on the HubSpot integration documentation, when using the Lookup Object action to retrieve associated companies for a contact, you only need to configure these essential fields: 1. Select your HubSpot account 2. Set the following: • From Object Type: Contact • To Object Type: Company • From Object ID: Enter your contact's HubSpot IDThe action will automatically retrieve the associated company information. While there's no explicit "Association Type" field needed, the integration will return the company associations for that contact.If you're seeing multiple companies returned, you may need to use additional filtering in your Clay table to identify the primary company based on your specific requirements. Source: Hubspot integration overview | Documentation | Clay University
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