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Question

Tech stack integration

  • September 9, 2025
  • 1 reply
  • 41 views
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Champion
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We use Clay (for sourcing and enrichment), Salesloft (for outreach and qualification), and HubSpot (for contact/company management).

Here’s the workflow I’m trying to figure out:

  • Once a contact is found in Clay, we push it to Salesloft.

  • Sometimes there are multiple contacts from the same company.

  • Should we be creating both a person and an account, or just one of them?

The goal:

  • Make sure each contact is linked to the right company.

  • When sending them over to HubSpot, have the contacts and companies properly mapped together.

  • Set up a bi-directional sync so that changes update automatically across systems.

Question:
What’s the best way to do this with as little manual work as possible?

1 reply

SheenaJohnson
Discussions Moderator
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  • SheenaJohnson
  • Discussions Moderator
  • October 2, 2025

Hello! This is a fantastic and very common question! I’m happy to clarify the best practice for this exact scenario.

The short answer is YES, you should be creating both a Person AND an Account in Salesloft.

Salesloft's architecture, and the logic of your HubSpot integration, relies entirely on that relationship.

 

🔑 The High-Level Solution

 

Your goal for a seamless, hands-off process is achieved by leveraging the way Salesloft and HubSpot connect the data:

  1. Clay → Salesloft: Your push needs to be a two-step action for every contact:

    • Step 1: Search for the Company Domain in Salesloft. If it doesn't exist, create a Salesloft Account record.

    • Step 2: Push the contact as a Salesloft Person and ensure they are linked to the Salesloft Account (new or existing).

  2. Salesloft ↔ HubSpot: Once the contact is linked to an Account in Salesloft, the official Salesloft-HubSpot connector will do the heavy lifting:

    • The Salesloft Person syncs with the HubSpot Contact.

    • The Salesloft Account automatically syncs with the corresponding HubSpot Company.

    • The integration maintains the proper Contact → Company association in HubSpot, and the bi-directional sync keeps all four records updated automatically.

This is the most efficient, automated way to ensure data integrity and prevent manual work across all three systems.

 

💡 Next Steps

 

If you need help building out the two-step logic in Clay, please let us know! We also have a great article on Linking People to Accounts in the HubSpot Sync that you might find helpful.

Great question—keep the Champions Hub posts coming!

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