PLAYBOOK: Migrate a HubSpot workflow to Clay without breaking attribution.

PLAYBOOK: Migrate a HubSpot workflow to Clay without breaking attribution.
We keep hearing teams rip out HubSpot automation and lose UTM lineage in the process. The fix is sequencing, not tooling.
— Export the active enrollment list and freeze it (no new enrollments) for 48 hours
— Map every HubSpot property to a Clay column before you touch a single send
— Recreate the delay steps as Clay wait conditions, then run 20 records in shadow mode
— Only repoint the webhook after shadow output matches HubSpot byte-for-byte
— Keep the old workflow paused, not deleted, for one full billing cycle
The teams that skip shadow mode are the ones filing support tickets two weeks later. Watch this.