1.Monitors new list contact added
Integrate HubSpot and CRM enrichment workflows to trigger on new contacts added to a configured list.
Create enrichment records for new contacts and log notes
Automatically monitor new contact added to list events across HubSpot and Clay. Create and update when contacts match your configured listβso you can build enrichment context, log engagement notes, and prevent duplicates without manual data entry.
How this automation enriches your CRM context
When a new contact is added to a configured HubSpot list, delayed context can slow outreach and hurt data quality. This automation captures list contacts, creates enrichment records in Clay, and logs a HubSpot engagement noteβso your team can act with complete prospect context.
HubSpotor swap with your favorite app
2.Finds matching contact and prevents duplicates
Integrate HubSpot, contact matching tools, and CRM data checks to locate an existing contact by ID or email.
3.Creates enrichment record in Clay table
Integrate Clay, data mapping tools, and enrichment tables to create a new enrichment row for the contact.
Clayor swap with your favorite app
4.Creates engagement note for enrichment added
Integrate HubSpot, CRM notes, and engagement history to create a note and attach it to the contact record.
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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