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Get Started with Clay
Getting Started
Updating HubSpot Contacts with Clay Agents
HubSpot Integration Setup in Clay
Getting Started with Clay Agents
Updating HubSpot Contacts with Clay Agents
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Clay Agents and HubSpot Contact Update Integration – Test Script
Document Title & Scope
Preconditions & Environment Setup
Test Cases
Test Case 1: Configure Instructions for a Clay Agent to Research Target Companies
Test Case 2: Use Orchestration to Qualify Leads for Company Context
Test Case 3: Configure Instructions Prompt for the Agent
Test Case 4: Execute the Agent to Generate an Email for Qualified Leads
Test Case 5: Access Integrations Settings and Locate HubSpot Integration
Test Case 6: Update HubSpot CRM Data Using Completed Research from Clay Agents