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Guide to Mass Enrich Contacts in HubSpot CRM
Hey there, I’m having a bit of trouble. We’re looking to do a mass enrichment of contacts within our HubSpot CRM. How would I go about this?
Hey there, I’m having a bit of trouble. We’re looking to do a mass enrichment of contacts within our HubSpot CRM. How would I go about this?
To perform a mass enrichment of contacts in your HubSpot CRM using Clay, you can follow these steps: 1. Import your HubSpot contacts into Clay: • Click "Actions" > "Import" > "Import Contacts from HubSpot" • Authenticate your HubSpot account • Select the list of contacts you want to enrich 2. Set up an enrichment workflow in Clay: • Use Clay's enrichment tools to gather additional information like job titles, company details, and social profiles • Verify and update existing data points 3. Create a "Last Enrichment Date" property in HubSpot: • This helps track when contacts were last updated 4. Set up automatic updates: • Configure Clay to update contacts in HubSpot using their unique IDs • Update relevant fields and the "Last Enrichment Date" This process creates a seamless, automated enrichment system that keeps your HubSpot CRM data fresh and accurate.
Sources: How Regency Supply used Clay to find niche prospects & automate research and scoring - The GTM with Clay Blog Import from CRM [Clay 101] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University Keeping your CRM Up to Date With Clay [CRM Enrichment] - Clay University
If you want help, my service can clean up your HubSpot in <30 days, usually less than 2 weeks.
lmk and I can reach out via DM!
I also have a guide on Clay for HubSpot you can go through if you want to DIY
I’m more interested in a DIY approach
Yes, we can help you with a DIY approach to mass enrich your HubSpot CRM contacts using Clay. Here's a simplified step-by-step guide: 1. Import your HubSpot contacts: • In Clay, click "Actions" > "Import" > "Import Contacts from HubSpot" • Authenticate your HubSpot account and select your contact list 2. Set up enrichment: • Click "Add enrichment" in your Clay table • Choose the enrichment tools you need (e.g., LinkedIn profiles, company details) 3. Run the enrichment process: • Clay will update social information, job titles, and other relevant data 4. Update HubSpot: • Use Clay to push the enriched data back to HubSpot • This will update existing contacts and add new information For a more detailed guide, check out our template "Enrich newsletter subscribers and update contacts in HubSpot" on our website. If you need further assistance, please ask for human support in this chat.
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Jacob T. For someone who is just now starting out learning Clay, who isn't an engineer (I'm just a curious SDR trying to utilize the tools given to me by my company) do you ever do kind of a walk through or any simple trainings to teach said curious SDR? Asking for a friend.... I am that friend. - I'm watching your videos, but the difference in use cases are keeping me from fully understanding the concepts.