Find Companies From Your CRM

👉 Why Use this source?

• Create an always on sync between specific lists in your CRM and Clay. Companies added to those lists will be auto enriched
• Reduce the need for any manual imports

🤖 How this source works:

• We connect directly to your CRM (Hubspot/Salesforce) to pull in companies that are in specific lists.
• Once a list is connected, Clay will automatically look for any new companies in that list every 24 hours for Salesforce, or every hour for Hubspot.
• No information from your CRM is saved by Clay. Meaning none of your data is being used for any other customers. This sync is siloed to your account and the companies you specifically give us access to.

🪜 How to set this up (Hubspot):

‍

Step 1: If you do not already have from Hubspot you’d like to sync - navigate to “Lists” in Hubspot

Step 2: Create a new list

Step 3: Select Company-based list + decide whether you’d like the list to be Static or Active. Static lists are best if you have a pre-define list of companies you’d like to upload, with no potential future additions. Active lists are best for always on flows where companies may be added at some point in the future. For example, if you’d like companies to be auto-pushed to Clay any time they are marked as an MQL in Hubspot, make an active list based on that property.

Step 4: Once your list has been created, click “New Table” in Clay.

Step 5: Select “Import Companies from Hubspot”

Step 6: Add your Hubspot account

Step 7: Select the list you created in Hubspot, click “Continue”, then click “New table”

Step 8: Click on one of the cells to begin mapping your data. Please note, we do not pull in all Hubspot fields by default because of the amount of data contained. If you’d like to pull in all information, continue to further steps.

Step 9: Click “Enrich Data”

Step 10: Search “Hubspot” and select “Lookup Company”

Step 11: Under the “Company ID” input, type “/” then select “ID” from the Hubspot source column

Step 12: Save and run!

‍

‍

🪜 How to set this up (Salesforce):

‍

Step 1: In Salesforce, navigate to your accounts, click on the gear button to access List View Controls and select “New” to create a new list view.

Step 2: Name and assign list permissions. Any options work for “Who can see this list”.

Step 3: Add filters to narrow down the companies in your list view. If you want this list to be static, make the list contain only specific IDs, domains, etc. If you’d like this list to be dynamic, use properties that will change in the future. For example, if you filter the list based on your salesforce “MQL” property being true → Any time a company as MQL changed to true, they will be added to this list + imported to Clay.

Step 4: Now that your list is created - head over to Clay, click “New Table”, then scroll down and select “Import records from Salesforce”.

Step 5: Connect your Salesforce Account

Step 6: Set Salesforce Object to “Account” and select the list view you recently created!

Step 7: Click “Continue” and “New table”

Step 8: Click on any of the source cells to see and map data to your table! Please note, we do not pull in all Salesforce fields by default because of the amount of data contained. If you’d like to pull in all information, continue to further steps.

Step 9: Click “Enrich Data”

Step 10: Search “Salesforce” and select “Lookup Record”

Step 11: Set the Salesforce object to “Account”, the Object Field type to “Salesforce Object ID”, and the search to the “id” from your source column. Then click save and run!

Step 12: Click on any cells in the Lookup Record column and map any of the fields needed to your table.