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Can I Connect Two CRMs to One Clay Pro Account?

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πŸ™‹ Question: Can I have 1 Clay account on the Pro plan and have 2 CRMs connected? Context:

  • I operate 2 businesses and use Close CRM for both (different accounts), but all my needs are covered with 1 Clay pro subscription.

  • Though i want to connect both to the CRMs (different workbooks) so I can do some automations.

Thanks in advance 🫢

  • Avatar of Mark L.
    Mark L.
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    Hi Panos, yes you can have multiple CRM connections. Under Settings > Connections, you should be able to +Add Connection, search for Close, and add your first. And then add your second. You could also add connections to Salesforce, Hubspot, etc. – Clay doesn't have hard limitations here. It just treats them as additional integrations. (Make sure you give useful, recognizable names to the different connections!)

  • Avatar of Panagiotis S.
    Panagiotis S.
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    legend! thanks Mark L.

  • Avatar of Mark L.
    Mark L.
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    You're welcome!

  • Avatar of Channeled
    Channeled
    APP
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    Hi Panagiotis S.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Channeled
    Channeled
    APP
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    Thank you so much for sharing your feedback Panagiotis S.!