Can I Connect Two CRMs to One Clay Pro Account?

Panagiotis Sisamos · 2024-12-03 11:09:45.985263+00

:raising_hand: *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 :heart_hands:

Panagiotis Sisamos

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🙋 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 🫶

5 comments

· Sorted by Oldest

Mark (Clay)
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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!)
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Panagiotis Sisamos
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legend! thanks Mark (Clay)
Mark (Clay)
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You're welcome!
Channeled
APP
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Hi Panagiotis Sisamos! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
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Thank you so much for sharing your feedback Panagiotis Sisamos!

Mark (Clay)
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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!)
1
Panagiotis Sisamos
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legend! thanks Mark (Clay)
Mark (Clay)
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·
You're welcome!
Channeled
APP
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Hi Panagiotis Sisamos! This thread was recently closed by our Support team. If you have a moment, please share your feedback:
Channeled
APP
·
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Thank you so much for sharing your feedback Panagiotis Sisamos!