Integrating Salesforce Opportunity Notes with Clay: Is it Possible?

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Does anyone know if it is possible to pull in notes from an opportunity from salesforce into clay?

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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?
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Dillon T.
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No, but thank you so much for your help! I was just curious as to what was possible
Moon
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Ohh you're very welcome!

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?
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Dillon T.
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No, but thank you so much for your help! I was just curious as to what was possible
Moon
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Ohh you're very welcome!