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HubSpot + Clay 

Streamline data enrichment, boost lead quality, and accelerate your revenue growth

HubSpot + Clay Feature Image
ELEVATE SALES & STREAMLINE MARKETING

Optimizing Business Processes with Clay and HubSpot

From SaaS startups and B2B companies to eCommerce businesses and beyond, the need for efficient data management and seamless integration is paramount. The combination of Clay's advanced data enrichment capabilities and HubSpot’s powerful CRM provides a tailored solution that meets the unique demands of various industries.

Whether it's enhancing lead quality, automating data entry, or refining marketing strategies, the Clay and HubSpot integration delivers a comprehensive suite of tools designed to improve the efficiency and effectiveness of your business operations.

Integrating HubSpot with Clay

Importing, Syncing and Customizing Data Flows

When working with HubSpot and Clay together, one of the key benefits is the ability to seamlessly move data between these platforms, ensuring that your sales, marketing, and operations teams have the most up-to-date and enriched information at their fingertips.

Below are the main methods for integrating HubSpot with Clay, including importing, syncing, and customizing data flows.

1. Import Contacts, Companies, or Deals to Clay from HubSpot

Start by bringing your essential HubSpot records into Clay. You can import your contacts, companies, or deals from HubSpot directly into Clay, allowing you to leverage Clay's data enrichment, matching, and transformation capabilities. This process typically involves exporting data from HubSpot and then uploading it to Clay, or you can automate the import process using APIs or third-party connectors.

2. Lookup HubSpot Records Based on Matching Data in a Clay Table

Clay excels at data enrichment and comparison, making it easy to match records between your HubSpot database and the tables you've created in Clay.

Whether you're looking to verify contact details, append new data, or identify gaps in your existing records, you can use Clay to search for and match HubSpot records based on specific criteria, such as email addresses, company names, or custom fields.

3. Use Clay Data to Create or Update HubSpot Records

Once you've enriched or transformed data in Clay, the next step is to ensure that your HubSpot CRM reflects these changes. You can use Clay to either update existing HubSpot records or create new ones based on the enriched data.

This integration can be automated through API connections, ensuring that your HubSpot database remains accurate and up-to-date without requiring manual intervention.

4. Create Custom Data Integrations Using APIs and Webhooks

For more advanced users, creating custom integrations between HubSpot and Clay using APIs and webhooks provides flexibility and control. Whether you need real-time data syncing, complex conditional logic, or integration with other platforms, leveraging these tools allows you to build tailored workflows that fit your specific business needs.

By using HubSpot's APIs to push data into Clay and Clay’s webhooks to trigger updates in HubSpot, you can create a dynamic, interconnected system that enhances your data management processes.

Clay Screenshot

 

Sync Enriched Product Sign-Ups in HubSpot

Drive Engagement with Targeted Outreach & Real-Time Sales Alerts

Direct your product signups to Clay via Webhook to validate and enhance contact and company data comprehensively. This method ensures HubSpot contacts are updated with customized data attributes, enriching profiles with insights like professional titles, authority levels, organizational growth, funding activities, technology use, and more, all drawn from over 100 partners.

Clay Product SignUps

Personalized Email Campaigns

Segment contacts based on job title and seniority. Send personalized email campaigns tailored to their roles and company growth stage.

Use dynamic content in emails to highlight features or benefits relevant to their seniority level.

Clay - Personalized Intros
Clay - Hot Lead Notification

Sales Team Notifications

Automatically notify the sales team via tasks or email when a high-potential lead with a compatible tech stack and recent fundraising signs up.

Include key insights from Clay's enrichment to tailor the sales pitch effectively.

Programmatic HubSpot Contacts Enrichment

Dynamic Lead Management and Intelligent Follow-Ups

 Programmatic HubSpot Contacts Enrichment goes beyond just data enhancement—it lays the groundwork for smarter lead management and personalized outreach. By enriching your contact data with critical insights, you can implement sophisticated strategies like dynamic lead scoring and automated follow-up sequences.

Lead Routing
Lead Routing

Lead Scoring & Lead Routing

Implement a lead scoring model that assigns higher scores to contacts with relevant job titles and seniority for your ideal customer profile.

Automatically route high-scoring leads to the appropriate sales rep based on their location for personalized outreach.


Automated Follow-Up Sequences

Set up automated follow-up sequences triggered by growth signals or tech stack updates.

Customize follow-up emails with insights about the contact's company tech preferences or growth milestones, improving engagement and conversion rates.


Clay - Prospecting

Programmatic HubSpot Company Enrichment

Data-Driven Campaigns and Precision Sales Strategies

Programmatically enrich your HubSpot company profiles with detailed, up-to-date information. By integrating HubSpot with Clay, you can automatically gather comprehensive data on companies, enabling your team to make data-backed decisions and drive informed strategy. 

Company Enrichment
Target Accounts

Targeted ABM Campaigns

Create ABM lists based on enriched company data.

Launch targeted campaigns addressing specific pain points related to marketing operations or leveraging LinkedIn insights to personalize messaging for decision-makers. 

Customized Sales Pitches

Tailor sales pitches to emphasize alignment with the company's growth trajectory or highlight mutual connections from fundraising events, enhancing rapport and credibility.

To maintain consistency and a single source of truth across all outreach efforts, seamlessly pump this enriched data back into HubSpot.

Clay Sales Intro Sales Email (1)

Pre-Qualified Deal Management 

Refine Your Sales Pipeline with Intelligent Pre-Qualification

Maximize the efficiency of your sales team by leveraging the integration of Clay and HubSpot to pre-qualify deals before they even reach the sales pipeline. By automating the discovery and qualification process, your team can focus on high-value prospects, reducing time spent on leads that don’t meet your ideal criteria.

Company Ennrichment
Clay - Auto-Disqualification

Automated Disqualification of Unqualified Leads

Identify and disqualify leads that don't meet essential criteria, like company size or revenue, before they are handed off to sales.

By pulling data such as employee count, annual revenue, or funding status through Clay’s enrichment tools, you can automatically update the deal stage to "Closed – Lost" in HubSpot for leads that fall below your threshold.

Enhanced Discovery for Top-of-Funnel Deals

Automate discovery for early-stage deals by enriching them with key data points like LinkedIn profiles, tech stack, or recent funding.

Clay’s waterfall enrichment gathers insights efficiently, which can be written back to HubSpot to trigger workflows like assigning deals to specialized reps or sending personalized follow-up emails.

New Prio Lead Notification

Want to hear more about HubSpot + Clay? 

Check out content from our New York Customer Experience Event!

Aptitude 8, Arrows, Clay and PandaDoc came together in New York City  to host the New York Customer Experience Summit!

This event brought together top leaders to show exactly how you can elevate every stage of your customer journey, from targeting the right prospects to creating seamless handoffs and unforgettable customer experiences! 

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