HubSpot integration

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

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

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, select your HubSpot account.
   • If you haven't connected your HubSpot account yet, click + Add account and complete authentication.

Source Import objects from HubSpot

Use this source to import objects from HubSpot into Clay.

Inputs

• Object type: The type of HubSpot object to import.
• List to pull objects from (Optional): Select a list to pull objects from. If no list is selected, all objects will be pulled.
• Include read-only properties? (Optional): Include all HubSpot calculated fields for each contact (e.g., hs_analytics_first_timestamp). If not selected, only editable properties will be included (e.g., domain).
• Exclude empty properties? (Optional): Exclude all empty properties from the response. If not selected, all properties will be included, even those with empty values.

Action Create object

Use this action to create an object in HubSpot.

Inputs

• Object type: The type of HubSpot object to create.

Action Lookup object

Use this action to look up an object in HubSpot.

Inputs

• Object type: The type of HubSpot object to look up.
• Remove blank values from results (Optional): Helpful for reducing result size.
• Limit (Optional): Maximum number of objects to return. Defaults to 10.

Action Update object

Use this action to update an object in HubSpot.

Inputs

• Object type: The type of HubSpot object to update.
• HubSpot Object ID: The unique identifier of the object to update.

Action Create association

Use this action to create an association between two objects in HubSpot.

Inputs

• From object type: The type of the source object.
• To object type: The type of the target object.
• Association type: The type of association to create.
• From Object ID: The ID of the source object.
• To Object ID: The ID of the target object.

Action Retrieve associated objects

Use this action to retrieve associations between two objects in HubSpot.

Inputs

• From object type: The type of the source object.
• To object type: The type of the target object.
• From object ID: The unique identifier of the object you want to look up associations for.
• Remove blank values from results (Optional): Exclude empty properties from the response.
• Include read-only properties (Optional): Include calculated fields in the response.
• Limit (Optional): Maximum number of objects to return. Defaults to 20.

Action Find owner

Use this action to find a HubSpot owner by ID or email address.

Inputs

• Owner ID (Optional): The HubSpot owner ID to search for. If both ID and email are provided, the email will be validated against the owner found by ID.
• Email (Optional): The email address to search for. If both ID and email are provided, the email will be validated against the owner found by ID.

OAuth scopes

When connecting your HubSpot account, Clay uses optional OAuth scopes to give you fine-grained control over permissions.

Learn more about optional scopes.

Required scopes

These permissions cannot be disabled and are always requested:

• crm.lists.read — View contact list details.
• crm.objects.contacts.read — View contact properties and details.
• crm.objects.companies.read — View company properties and details.
• crm.objects.leads.read — View lead properties and details.
• crm.objects.owners.read — View details about users assigned to CRM records.
• crm.schemas.companies.read — View company property settings.
• crm.schemas.contacts.read — View contact property settings.

Optional scopes (enabled by default)

These permissions are requested by default but can be disabled:

• crm.objects.companies.write — Create, delete, or edit companies.
• crm.objects.contacts.write — Create, delete, or edit contacts.
• crm.objects.leads.write — Create, delete, or edit leads.
• crm.schemas.custom.read — View custom object definitions.
• crm.objects.custom.read — View custom objects.
• crm.objects.custom.write — Create, delete, or edit custom objects.
• crm.objects.deals.read — View deal properties and details.
• [crm.objects.deals](<http://crm.objects.deals>).write — Create, delete, or edit deals.
• crm.schemas.deals.read — View deal property settings.

Optional scopes (disabled by default)

These permissions are available but not requested by default:

• automation.sequences.read — View sequence details.
• automation.sequences.enrollments.write — Enroll contacts in a sequence.

Run settings

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