Clay + Salesforce

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerPolling
  2. automatically do this!
    ClayClay
    Create Record in Table

    Creates a new record in a table.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Related categories

  • Spreadsheets
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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