This guide provides step-by-step instructions to set up the HubSpot + Clay integration, ensuring you can seamlessly connect and use the two platforms to enhance your workflows. Follow these steps carefully to get started:

Prerequisites

Before you begin, ensure you have:

• An active Clay account on the Explorer+ plan (required to use HubSpot actions).
• Admin access to your HubSpot account.
• Necessary permissions in both platforms to connect integrations and manage data.

Step 1: Connect HubSpot to Clay

1. Log in to Clay:

   • Access your Clay workspace by logging in with your credentials.

2. Navigate to Your Clay Table:

   • Open the specific table where you want to add HubSpot actions.

3. View all enrichments

   1. At the bottom of the sidebar, click on View all enrichments.

   

4. Click on Integrations:

   

5. Select HubSpot (Enrich-only):

   • Choose any of the HubSpot actions from the list of available native integrations.

     

6. Authorize the Connection:

   • After selecting a HubSpot action, add an account

     

   • For first-time users, you will be directed to log in to your HubSpot account.

     • Grant the required permissions to allow Clay to access your HubSpot data securely.

       

7. Verify the Connection:

   • Once authorized, your HubSpot account will appear in the list of available accounts within Clay, ready for selection and use.

Step 2: Configure the Integration

1. Select Objects to Use:
   • In Clay, choose which HubSpot objects you want to interact with (e.g Companies or Deals Objects).
2. Map Fields:
   • For actions like "Create Object" or "Update Object," map fields in Clay to corresponding fields in HubSpot. For example:
     • Clay Field: Domain → HubSpot Field: Company Domain
     • Clay Field: Company Name → HubSpot Field: Name