wiki/knowledge/integrations/clay-hubspot-workflow.md · 558 words · 2026-04-05

Clay to HubSpot Integration Workflow

Overview

Enriched company and contact data built in Clay can be pushed to HubSpot for campaign execution either via CSV export/import or through Clay's native HubSpot integration. This workflow sits at the center of the targeted outreach process: Clay handles list building and qualification, HubSpot handles sequencing and nurturing.

The general data flow is:

ZoomInfo → Clay (enrichment & qualification) → HubSpot (sequences & nurturing)

ZoomInfo is used selectively — only when additional enrichment is needed beyond what Clay can provide directly. This avoids spending Clay credits on leads that don't require it.

Transfer Methods

Option 1: CSV Export / Import

  1. Complete enrichment and scoring in Clay.
  2. Export the table as a CSV.
  3. Import into HubSpot, mapping Clay columns to HubSpot contact/company properties.

Option 2: Native Clay–HubSpot Integration

Clay supports a direct HubSpot connection without requiring a CSV intermediary. As of the meeting where this was discussed, the integration was already active on the shared Clay account.

The native integration is preferred when available, as it reduces manual steps and mapping errors.

What to Push to HubSpot

Company Records

Field Notes
Company name Standard HubSpot property
Industry e.g., Food & Beverage
Revenue (estimated) Used for size qualification
Region / State For territory filtering
Revenue growth (6mo / 12mo) Stagnation signal
Headcount growth Stagnation signal
Job openings count Stagnation signal
Latest funding date Stagnation signal
Negative news summary Scraped via Clay AI prompt
Stagnation Score Custom HubSpot field (see below)

Contact Records

Field Notes
First / Last name Standard
Title VP and above (Sales, Marketing, CEO, President)
Phone number For call sequences
Email address For email sequences
LinkedIn profile URL For LinkedIn outreach steps
Associated company Links contact to company record

Stagnation Score Custom Field

A composite Stagnation Score is calculated outside of Clay (recommended: Excel) by weighting the qualification signals, then added as a custom numeric property in HubSpot.

To create the field in HubSpot:
1. Go to Settings → Properties → Company Properties
2. Create a new property: Stagnation Score (type: Number)
3. Include this field in the CSV or map it in the native integration

Leads are then prioritized in HubSpot by sorting on this field — highest stagnation score worked first.

Workflow Tips

Sources

  1. Stagnation Score Methodology
  2. Multi Touch Outreach Sequence
  3. Targeted Campaign Strategy
  4. Clay List Building