Rose M.

Hi all, I am trying to get a real-time enrichment workflow of new accounts in Salesforce to get Enriched in Clay and updated back in Salesforce. The latter part I have. But I can't seem to get a list in real-time of any new account that needs to get enriched. I created a List View in Salesforce and it brings in the initial set, but as the list view updates, the table in Clay does not update. Anyone successful with this flow yet? Could use some step by step guidance and help! Thanks!

Help needed: I'm very new to Clay. The previous directions I got to set up auto enrichment of contacts and accounts in Salesforce was too high vague for my level of Clay knowledge. Does anyone have step by step directions on how to integrate and get Clay to enrich accounts in Salesforce? I set up a table that pulls accounts from my sandbox, though I can't seem to filter out the "Last Enrichment Date" field they suggested. Also how do I use Clay to populate that field in Salesforce, let alone update Accounts directly in Salesforce without doing an export and data load?

Does anyone have experience with the Salesforce webhook and is it necessary for instant/real-time enrichment on net new records or can I just use conditional runs in Clay to catch net new records to enrich?