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Anybody have a good tutorial for clay x hubspot integration?
Anybody have a good tutorial for clay x hubspot integration?
Anybody have a good tutorial for clay x hubspot integration?
You can find a comprehensive tutorial for integrating Clay with HubSpot in our official documentation and learning resources: ** HubSpot Integration Overview Guide: This guide covers setup, supported actions, and step-by-step walkthroughs for connecting your HubSpot account, importing data, mapping fields, and automating workflows. ** Clay University Lessons: Explore lessons like Push Data to Your CRM and Import from CRM for practical, hands-on tutorials. ** *HubSpot Docs Search: Quickly access articles and troubleshooting tips related to HubSpot integration. These resources provide detailed instructions and examples to help you get started with the integration process.
"Mastering Clay for HubSpot" saw you just joined on the revops team over there - if you want help setting this up, please let me know! I can knock out a full setup/database cleanup in <2 weeks and a lot more from there
To set up and master Clay for HubSpot integration, start by connecting your HubSpot account in Clay’s Connections section under Settings. Authenticate your HubSpot account, then name and set your account key as default if needed. Make sure your HubSpot account has read and write access to Contacts, Companies, Deals, and any custom objects you want to use. For database cleanup and advanced configurations: ** Import Data: Use the Source panel to import Companies, Contacts, or Deals from HubSpot. You can filter by lists and enable read-only properties if needed. ** Field Mapping: Decide whether to map data to existing CRM fields or create custom fields for new data points. ** Supported Actions: Within your Clay table, you can create, update, look up, and associate HubSpot objects. Map Clay columns to HubSpot properties, and use options like “Show only mapped fields” for easier navigation. ** Automation: Configure run settings to automate actions, such as auto-updating or deduping records. Use formulas to trigger actions conditionally. ** *Cleanup: Exclude empty properties during import to keep your database tidy, and use lookup/update actions to ensure data accuracy. For more advanced workflows, leverage formulas and conditional runs to automate enrichment and data management. This approach allows for a streamlined, customizable integration between Clay and HubSpot, supporting both initial setup and ongoing database maintenance.