Skip to main content
Quick Start Videos Academy Support Salesloft.com

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?

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!

Didn't find what you were looking for?

Ask a question
Terms & ConditionsCookie settingsAccessibility statement