HubSpot integration

HubSpot is a customer relationship management (CRM) platform that helps businesses manage their sales, marketing, and customer service.

With this integration, you can import, create, update, and manage HubSpot objects directly in Clay.

Creating a table with HubSpot

1. In a workbook, click + Add at the bottom.
2. Search for HubSpot and select from the results.
3. In the modal, you will be asked to Select HubSpot account.
   • If you haven't already connected your HubSpot account, click + Add account and go through authentication.

Source Import objects from HubSpot

Inputs:

• Object type
• List to pull objects from (Optional): Select a list to pull objects from. If you don't select a list, all objects will be pulled.
• Include read-only properties? (Optional): Choose to include non-editable properties.
• Exclude empty properties? (Optional)

Enriching data with HubSpot

1. While in a Clay table, click Add enrichment and search for HubSpot.
2. Under Integrations, select one of the HubSpot options.
3. In the modal, you will be asked to Select HubSpot account.
   • If you haven't already connected your HubSpot account, click + Add account and go through authentication.

Action Create object

Create an object in HubSpot.

Inputs

• Object type

Action Lookup object

Lookup an object in HubSpot.

Inputs

• Object type
• Remove blank values from results (Optional): This can be helpful to reduce result size.
• Limit (Optional)

Action Update object

Update an object in HubSpot.

Inputs

• Object type
• HubSpot Object ID
• Ignore blank values (Optional)

Action Create association

Create an association between two objects in HubSpot.

Inputs

• From object type
• To object type

Action Retrieve associated objects

Create an association between two objects in HubSpot.

Inputs

• From object type
• To object type
• From object ID: The unique identifier of the object you want to lookup associations on.
• Remove blank values from results (Optional)
• Include read only properties (Optional)
• Limit (Optional)

Run settings

• Auto-update
• Only run if: The enrichment will only run if conditions are met. (Learn more about conditional formulas here!)