1.Detect company property updated
Integrate HubSpot and CRM enrichment tools to trigger when an enrichment tier property updates, keeping gold-tier signals current.
Create gold company records for sales ops enrichment
Automatically watch HubSpot company enrichment tier updates across CRM enrichment. Create and update standardized gold company records in Clay and map key fields so sales ops can prioritize without manual data cleanup.
How this automation creates gold company records
When enrichment tier updates happen in HubSpot, sales ops and AEs may lack consistent company profiles for prioritization. This automation fetches the full company record, maps key fields, and creates a standardized gold enrichment row in Clayβso your team can focus on high-priority accounts.
HubSpotor swap with your favorite app
2.Get full company record
Integrate HubSpot to fetch the complete company details so only configured gold-tier records keep moving forward.
3.Map key company fields
Integrate HubSpot to map company name, domain, and reference into enrichment-ready fields for downstream use.
4.Create record in enrichment table
Integrate Clay and data tables to create a canonical enrichment row with mapped values and a recent-tier source tag.
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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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