How to automatically add companies to Hubspot and get notifications via Slack

[JazminA]

Hello! I have recently joined Clearbit to explore its potential for tracking visitors interested in our product.

So far, I have connected Clearbit to HubSpot, added the JavaScript tracker to our website, and created lists for our target market. I would like to know if it is possible for Clearbit to automatically add visitors who match our target market to our list of companies in HubSpot.

Additionally, is there a way for Clearbit to notify us via Slack when it adds a new company to HubSpot? If that’s not an option, we also use Zapier to trigger alerts when a new company is added. However, I'm unsure how to differentiate between companies added by Clearbit and those added manually by us. If you have any suggestions, I would greatly appreciate them!

Thank you!

[jforte · Accepted solution]

Hey @JazminA yes you can 🙂

Add companies to your CRM records and lists 

If you have a Starter, Professional, or Enterprise subscription and you've purchased the Breeze Intelligence credits, you can add companies from buyer intent to your CRM records and lists in bulk.

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• To add an individual company to your HubSpot company records, click the + plus icon next to the company. 
• To add multiple companies to your HubSpot company records in bulk, select the checkboxes next to the companies' names. At the top, click + Add to companies. 
• To add multiple companies to an existing static list:
  • Select the checkboxes next to the companies' names.
  • At the top, click + add to static list. If any of the selected companies do not currently exist as a record in your account, they will automatically be added as new records. 
  • In the dialog box, click the dropdown menu and select a list. Then, click Add. 
• In the dialog box, review the count of records to enrich, and the credits available in your account. At the bottom, click Add enriched records. 

Check this article to know more

[MargoCleveland · Accepted solution]

Hi @JazminA ,

Thanks for trying out Clearbit! It's great to hear you've set up the HubSpot connection and the Clearbit Javascript. 

I understand you're looking for additional automation functionality. Like Jóse shared, your best bet is with Buyer Intent through Breeze Intelligence. Clearbit offers target markets and more, but the automations you're looking for our best found in Breeze. Breeze runs directly in HubSpot, giving you more automation options with HubSpot Workflows. 

Once you setup Buyer Intent, you can automatically enroll companies that fit your target market through a workflow. Head to this help center article, then find the "Enroll Companies in a Workflow" section (very close to the bottom of the page, honestly I recommend control F).

Please let us know if you have any further questions.

Best,
Margo & Clearbit Support

[jforte · Accepted solution]

Hey @JazminA yes you can 🙂

Add companies to your CRM records and lists 

If you have a Starter, Professional, or Enterprise subscription and you've purchased the Breeze Intelligence credits, you can add companies from buyer intent to your CRM records and lists in bulk.

• In your HubSpot account, navigate to Marketing > Buyer Intent.
• To add an individual company to your HubSpot company records, click the + plus icon next to the company. 
• To add multiple companies to your HubSpot company records in bulk, select the checkboxes next to the companies' names. At the top, click + Add to companies. 
• To add multiple companies to an existing static list:
  • Select the checkboxes next to the companies' names.
  • At the top, click + add to static list. If any of the selected companies do not currently exist as a record in your account, they will automatically be added as new records. 
  • In the dialog box, click the dropdown menu and select a list. Then, click Add. 
• In the dialog box, review the count of records to enrich, and the credits available in your account. At the bottom, click Add enriched records. 

Check this article to know more