Hey folks - made a free plugin for HubSpot that lets you send the record to Clay via webhook for custom enrichment. If you want sales reps to enrich records from HubSpot without leaving the CRM, this is for you!
You can create a custom HubSpot-Clay integration using webhooks for on-demand enrichment:
Setup Process:
1. In Clay, click + Add
at the bottom of your workbook
2. Search for Webhooks
and click Monitor webhook
3. Copy the generated webhook URL
HubSpot Configuration:
Configure HubSpot to send records to your Clay webhook URL when reps click "Enrich now"
Workflow:
- Sales reps click "Enrich now" in HubSpot
- If contact meets criteria, webhook sends them to Clay
- Clay enriches with LinkedIn profiles, firmographics, etc.
- Updated data pushes back to HubSpot automatically
- Automated summary notifies rep when complete
Note: Native HubSpot integrations require Pro plans. On Explorer plans, use HubSpot's REST API with Clay's HTTP API and webhook features to replicate this functionality.
Sources: How Regency Supply used Clay to find niche prospects & automate research and scoring - The GTM with Clay Blog Using Clay as an API | Documentation | Clay University Intro to Typeforms, Webhooks, and Inbound Lead Sources [Automated Inbound] - Clay University Webhooks in Clay | Documentation | Clay University
the GOAT - this is awesome. ty for sharing, have been thinking a LOT about this
Jacob officially has the GOAT status for hubspot & clay related work π
Ofc, I got you! Jess my cofounder dropped a comment :)