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Integrating Salesforce Opportunity Notes with Clay: Is it Possible?

Avatar of Dillon T.Dillon T.
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Does anyone know if it is possible to pull in notes from an opportunity from salesforce into clay?

3 comments

  • Avatar of Moon
    Moon
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    Yep, it’s possible! You can pull in notes or fields from a Salesforce Opportunity into Clay you just need to connect your Salesforce account via Clay's Salesforce integration. Once connected, you can use a Salesforce search or API block to fetch Opportunity data, including custom fields or notes (if they're stored in a field that’s accessible). Just make sure your Salesforce permissions allow access to that data. Need help setting up the block or mapping the fields?

    :thumbsup_all:1
  • Avatar of Dillon T.
    Dillon T.
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    No, but thank you so much for your help! I was just curious as to what was possible

  • Avatar of Moon
    Moon
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    Ohh you're very welcome!