The Workflow Company

In this video walkthrough, we demonstrate how to create a more sophisticated integration between HubSpot and Clay that goes beyond the basic native integration capabilities. You'll see how we've built a system that:

• Looks beyond simple company existence in HubSpot to check for active deals
• Uses HubSpot's private app functionality to create secure, custom API queries
• Pulls detailed information about deals, including deal stages and owner IDs
• Makes intelligent decisions about outbound prospecting based on comprehensive CRM data

We show how this enhanced integration helps avoid common pitfalls, like excluding viable prospects simply because they exist in your CRM without active deals. Using a real-world example from Rep.ai (fka ServiceBell), we demonstrate how to build a system that makes smarter decisions about who to contact based on actual engagement status rather than mere CRM presence.

Whether you're looking to refine your outbound process or build more nuanced integrations with your CRM, this walkthrough provides practical insights into leveraging HubSpot's API capabilities with Clay.