Hubspot Overview

Clay's Hubspot integration enables users to interact with your Hubspot data by looking up, creating, and updating current records with the enrichment panel. Alternatively, you can import records or reports as a source.

Setting up the Hubspot Integration

Requirements to Getting Set Up

Hubspot Permissions

To connect Clay to Hubspot, your Hubspot account needs the following permissions:

• Read and write access to Contacts and Companies
• Read access to Deals

Step-by-step Instructions

Step 1: Navigate to your Connections section

Click on your profile picture in the top navigation bar and head over to Settings.

Within Settings, navigate to the Connections section.

To add a Hubspot integration, click Add connection and type in “Hubspot”.

Step 2: Authenticate your Hubspot account

To connect Hubspot to your Clay account, you’ll need to authenticate HubSpot access.

Step 3: Create your account key

Once you’ve authenticated your Salesforce account, you will be taken to a page Add Salesforce Account.

On this page, you can name your Hubspot “Key” (i.e., account name) and set this connected account as the default via the Set as default toggle.

Importing Hubspot data into Clay

You can import Hubspot Company, Contact, and Deal data into Clay.

To import Company, Contact, or Deal data into your table:

Step 1: Navigate to the Source panel.

To access source panel:

• New Tables: From your Workspace Home, select + Create new and search “Hubspot” to import your Hubspot data.
• Existing Table: In an existing table, open the table and select Actions > Import to configure Hubspot as a data source.

Step 2: Select the HubSpot account you want to connect.

Step 3: Choose the list from which you want to pull from Hubspot.

If no list is specified, all the data will be pulled.

Step 4: Enable Read-Only Properties.

If you lack the necessary permissions to access certain data for enrichment, make sure to toggle this option. This ensures you can include read-only properties in the response.

Available Hubspot Actions

Within your Clay table, you’re able to run the following Hubspot-supported actions:

• Create Company
• Lookup Company
• Lookup Contact
• Create or Update Company
• Create or Update Contact

Action Create Company

Create a new company in Hubspot.

To create a new company:

Step 1: Select the Hubspot account you want to use.

Step 2: Map fields for the Companies you’re creating.

Map the relevant fields from your Clay table to the corresponding Company properties.

Ensure the selected fields in Clay match the data types and formats required by the corresponding Hubspot fields.

You can use the Show only mapped fields option to make the process easier.

Step 3: Enable Allow Duplicate Domains

If enabled, this option allows the creation of new companies even if a company with the same domain already exists in HubSpot. Use this if you need to override the default behavior and handle duplicates.

Step 4: Configure run settings.

By default, new rows within your Clay table will automatically create a new company within Hubspot. Learn more about auto-update in this brief guide.

To run enrichment only under specific conditions, use formulas that trigger the column when the formula is true. Learn more about AI formulas in this Clay University lesson.

Step 5: Run your enrichment to create a company.

Action Lookup Company

Check if company exists in HubSpot based on Company Domain (clay.com) or Company ID.

To lookup a company:

Step 1: Select the Hubspot account you want to use.

Step 2: Enter Company Domain or Company ID to look up.

Step 3: Configure run settings.

By default, new rows within your Clay table will automatically lookup a company within Hubspot. Learn more about auto-update in this brief guide.

To run enrichment only under specific conditions, use formulas that trigger the column when the formula is true. Learn more about AI formulas in this Clay University lesson.

Step 4: Run your enrichment to Lookup a company.

Action Lookup Contact

Check if contact exists in Hubspot based on Contact Information (Email, first or last name, phone number) or Contact ID.

To lookup a contact:

Step 1: Select the Hubspot account you want to use.

Step 2: Enter the Contact Information (Email, first or last name, phone number) or Contact ID to lookup a contact.

Step 3: Configure run settings.

By default, new rows within your Clay table will automatically lookup a contact within Hubspot. Learn more about auto-update in this brief guide.

To run enrichment only under specific conditions, use formulas that trigger the column when the formula is true. Learn more about AI formulas in this Clay University lesson.

Step 4: Run your enrichment to Lookup a contact.

Action Create or Update Company

Update the Company information based on Company Domain or Company ID as a unique identifier. If the identifier exists, we’ll update the Company. If not, we’ll create a new company.

To create or update a company:

Step 1: Select the Hubspot account you want to use.

Step 2: Lookup by Company Domain or Company ID

Input your Company Domain or Company ID from your Clay table to lookup within Hubspot:

• If a match is found, the matched Company will be updated.
• If no match is found, a new Company will be created.

Step 3: Map fields for the Companies you’re updating or creating

Map the relevant fields from your Clay table to the corresponding Company properties.

Ensure the selected fields in Clay match the data types and formats required by the corresponding Hubspot fields.

You can use the Show only mapped fields option to make the process easier.

Step 4: Configure run settings.

By default, new rows within your Clay table will automatically update or create a company within Hubspot. Learn more about auto-update in this brief guide.

To run enrichment only under specific conditions, use formulas that trigger the column when the formula is true. Learn more about AI formulas in this Clay University lesson.

Step 5: Run your enrichment to create a company.

Action Create or Update Contact

Update the Contact information based on Contact Email or Contact ID as a unique identifier. If the identifier exists, we’ll update the Contact. If not, we’ll create a new Contact.

To create or update a contact:

Step 1: Select the Hubspot account you want to use.

Step 2: Lookup by Email Address or the Hubspot Contact ID.

Input your Email Address or the Hubspot Contact ID from your Clay table to lookup within Hubspot:

• If a match is found, the matched Contact will be updated.
• If no match is found, a new Contact will be created.

Step 3: Map fields for the Contacts you’re updating or creating,

Map the relevant fields from your Clay table to the corresponding Contact properties.

Ensure the selected fields in Clay match the data types and formats required by the corresponding Hubspot fields.

You can use the Show only mapped fields option to make the process easier.

Step 4: Configure run settings.

By default, new rows within your Clay table will automatically update or create a contact within Hubspot. Learn more about auto-update in this brief guide.

To run enrichment only under specific conditions, use formulas that trigger the column when the formula is true. Learn more about AI formulas in this Clay University lesson.

Step 5: Run your enrichment to create a company.

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