HubSpot to Clay Integration: Advanced CRM Filtering with Private Apps
Build a custom HubSpot integration using private apps to go beyond native Clay lookups. Query for associated deals, check deal stages, and get owner information—ensuring outbound campaigns respect active sales conversations.
Hubspot
Clay
What You'll Learn
Create a HubSpot private app integration that enables advanced CRM queries in Clay. Go beyond company existence checks to query associated deals, deal stages, and owner information—critical for preventing outbound conflicts with active sales.
Why This Matters
- Smart Exclusions: Don't just check if company exists—check if active deal exists
- Unlock Hidden TAM: Many CRM companies have never been contacted
- Owner Attribution: Know which rep owns existing relationships
Key Steps Covered
- Private App Setup – Create HubSpot private app with read-only scopes
- Company Lookup – Use native Clay integration to get HubSpot company ID
- Deal Search Query – HTTP API call with HubSpot's filter syntax
- Owner Resolution – Translate owner ID to name for context
Tools & Integrations
- HubSpot: CRM with private app API access
- Clay: HTTP API enrichment columns
- HubSpot Search API: Query deals with association filters
Common Questions
Q: Why not just use Clay's native HubSpot integration? A: Native integration checks if companies/contacts exist but can't query deal associations or stages. Many CRM records exist without active deals—you'd exclude too many prospects.
Q: What scopes does the private app need? A: For this use case, read-only on companies and deals is sufficient. Keep scopes minimal—if the access token leaks, limited permissions reduce risk.
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