Create new Clay records for each new Salesforce record
Maximize efficiency in your record management by connecting Salesforce with Clay. This dynamic workflow springs into action when new data pops in Salesforce, swiftly generating an equivalent record in your Clay table. It revolutionizes your data organization, eliminating the need for duplicate entries, and ultimately saving you time and effort. Benefit from streamlined data handling and let this tool do the tedious work for you.
Maximize efficiency in your record management by connecting Salesforce with Clay. This dynamic workflow springs into action when new data pops in Salesforce, swiftly generating an equivalent record in your Clay table. It revolutionizes your data organization, eliminating the need for duplicate entries, and ultimately saving you time and effort. Benefit from streamlined data handling and let this tool do the tedious work for you.
- When this happens...New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
- automatically do this!Create Record in Table
Creates a new record in a table.
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