1.Detect updated spreadsheet row
Integrate Google Sheets and spreadsheet row updates to detect qualifying records and trigger enrichment.
Create persona-ready company records from sheet rows now
Automatically convert updated spreadsheet company rows into enriched, persona-ready company records across Google Sheets, Clay, and HubSpot. Create and update lifecycle stages and avoid duplicates when qualifying rows change—so you can enrich data, update stages, and build campaign-ready lists without manual spreadsheet review.
How this automation enriches persona-ready company records
When updated spreadsheet rows arrive, unverified company data can waste campaign budget and delay outreach. This automation filters qualifying rows, checks for existing Clay records, and updates lifecycle stages back to your sheet—so your team can build ready lists fast.
Google Sheetsor swap with your favorite app
2.Filter rows by market and size
Integrate Filter by Zapier and data rules to continue only qualifying markets and skip excluded size ranges.
Filter by Zapieror swap with your favorite app
3.Find record in Clay table
Integrate Clay and enrichment lookups to search by company name and domain and avoid duplicates.
Clayor swap with your favorite app
4.Find company lifecycle stage
Integrate HubSpot and lifecycle properties to retrieve the lifecycle stage value for mapping.
HubSpotor swap with your favorite app
5.Update lifecycle stage in row
Integrate Google Sheets and row updates to write the mapped lifecycle stage back into the sheet.
6.Create Clay company record
Integrate Clay and record creation to generate a new company entry with persona notes and stage.
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Step 1
Connect your tools
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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