Enrich Your CRM with Clay
Hello, everyone! In today's guide, we're showcasing how you can leverage Clay to enhance your inbound signup processes and enrich your company data using HubSpot CRM. This method streamlines your CRM experience by automating company data enrichment with just a person's name and email address.
Adding HubSpot as a Source in Clay
A typical challenge for many is the limited information available for HubSpot contacts, often leading to manual lookup and data entry. Clay eliminates this problem by allowing you to add HubSpot as a source for your contacts table, as demonstrated in our video.
Fetching Contacts from HubSpot CRM
With the HubSpot source established, Clay can now fetch the most recent contacts from your CRM, providing their first name, last name, and email address. We've set a limit of 20 contacts for this example, but this can be customized based on your needs.
Enriching Company Information Using Clay
Now, we're set to enrich these contacts with more company information, automatically using Clay's integration. The first step involves extracting the company domain from the contact's email address. This domain then feeds into Clay's enriched company website section, which in turn identifies the LinkedIn company profile for these contacts.
Extrapolating Company Data
With access to the LinkedIn profiles, you can extract various data about these companies. For this guide, we've retrieved employee count, industry, foundation date, address, and follower count, which can all be mapped to your Clay table for visual representation.
Updating HubSpot CRM with Enriched Data
The culmination of this process is updating your HubSpot CRM with this enriched data. While our focus is primarily on the contacts, we're enhancing the company-level information. By associating the data with the company domain, your inbound signups are now enriched with details like company size, industry, and foundation year, all without manual intervention.
Additional Enrichment: Identifying Company Technologies
To further enhance your contact and company information, you can identify the technologies a company is using. For example, in this guide, we've filtered for companies using HubSpot within their domain, enabling better integration opportunities.
While many users leverage Clay for outbound prospecting, this guide highlights its powerful capabilities in automating and enriching inbound prospecting. The benefit of this setup is its automatic updating; as more leads populate your CRM, they are instantly enriched, with all details flowing back into your HubSpot, requiring no manual effort on your part.