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Clean up parent company data in your CRM with HG Insights

Clean up parent company data in your CRM with HG Insights

Clean your CRM’s corporate hierarchy data to better understand your prospects.

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HG Insights
HubSpot
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Before we begin

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Accurate corporate hierarchy data is crucial for effective CRM strategies. Maintaining data quality means understanding whether a customer is a parent company or part of a larger organization and capturing key details about the parent company, such as size, location, and headcount.


By ensuring corporate data accuracy within your CRM, you can:

  • Cross-Sell/Upsell: Uncover opportunities to expand within parent companies and subsidiaries.
  • Enhanced Segmentation: Target accounts more precisely with context on organizational structures
  • Streamlined Sales Workflows: Eliminate redundancies and focus on high-value relationships.

This Claybook will walk you through the process of cleaning and optimizing corporate hierarchy data in your CRM, ensuring you make this data an asset for your company’s growth.

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What you can do with this Claybook: 

  • Update companies in our CRM with corporate hierarchy data from HG Insights

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Information
Follow the step by steps here in Clay
Download the free template
1

First, copy the exact Clay table we use to update your CRM data here. 

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If you’re already a user, you’ll be directed to your workspace. If not, you’ll be prompted to create a free Clay account.

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The interactive demos on the right will guide you through each step of this Claybook.

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Step 2:

Import data from your CRM

Use the source action column to import objects from your CRM into your Clay table. You can import data from any CRM, including Hubspot or Salesforce.

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Step 3:

Map out parent-child relationships from your CRM 

Use the Lookup Object action for your CRM to identify the parent company of your contact’s company.

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Step 4:

Use AI to verify and update your contact’s parent company information

Use Claygent to verify if your CRM’s company data is up-to-date. This output will generate a “Yes” or “No” output to flag if the company’s record is outdated.

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Step 5:

Update your contact company information

Update the company information for the companies you flagged.

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