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Set up your first integration
Quickly connect HubSpot to Clay with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Clay - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects HubSpot and Clay, automating your workflow.
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Frequently Asked Questions about HubSpot + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Clay
What is HubSpot and Clay integration?
The HubSpot and Clay integration allows users to seamlessly connect their sales, marketing, and customer data from HubSpot with the dynamic data management features of Clay. This enables automated workflows through triggers and actions that keep your data synchronized.
How do I set up a trigger for HubSpot in our integration?
Setting up a trigger for HubSpot involves selecting an event that will start an automation workflow. For example, you can configure a trigger when a new contact is added or when a deal's status is updated in your HubSpot account.
Can I use multiple actions once a trigger in HubSpot fires?
Yes, our integration allows multiple actions to be executed once a HubSpot trigger event occurs. For instance, after getting a new lead in HubSpot, you can create an entry in Clay, send an outreach email, and update dashboard metrics—all automatically.
What types of data can be transferred between HubSpot and Clay?
You can transfer various types of data including contact details, deal information, tasks, notes, and custom properties between HubSpot and Clay using our integration workflows.
Are there any limitations on the number of operations I can automate with this integration?
While you can automate numerous operations using our integration, limitations may apply based on your subscription plan with us or API call restrictions from both HubSpot and Clay platforms.
How do we ensure data privacy during the synchronization process?
Our systems ensure high standards of encryption while transferring data between HubSpot and Clay. We follow strict compliance protocols to maintain the confidentiality and integrity of your data at every step of the synchronization process.
Is it possible to customize workflows beyond the preset templates when integrating with Clay?
Yes, while we provide various preset templates for easy setup, you are free to customize these workflows according to your specific business needs. Advanced users can create complex workflows that include conditional logic and multistep processes.
Practical ways you can use HubSpot and Clay
Track company updates in centralized platform
Every time a company is updated in HubSpot, Zapier pushes the data into a Clay table. This automation ensures business owners can monitor key account updates in a unified platform without jumping between tools.
Business OwnerAuto-update lead records from form submissions
When a form is submitted on HubSpot, Zapier updates the corresponding lead record in Clay. This integration ensures the marketing team has up-to-date contact details and form feedback in one place, reducing data inconsistencies and saving time.
Marketing & Marketing OpsSync new contacts with sales database
When a contact is created in HubSpot, Zapier instantly adds the details into a Clay table to keep the sales database accurate and up-to-date. This eliminates manual data entry and reduces potential errors, improving sales operations.
Sales OpsSupported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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- Additional properties to retrieve
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- Additional properties to retrieve
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