Hi all, I'm currently on the legacy explorer plan which works fine connecting with lemlist etc, however we are moving our outbound over to Nooks (operates through salesforce data), and the explorer plan does not have the SF integration as part of the plan. At the moment i'm having to prospect in clay, cross reference with our full salesforce lead list which i have exported to clay, match the salesforce lead id, and then use data loader to upload/update the leads in salesforce Would make my life much easier if i were to upgrade to the Growth plan, just wanted to hear people's feedback on the salesforce integration, does it work well and would it be worth the investment?
Hey Cameron G., it's mandatory for members to add their full names and a profile picture to their Slack profile (pets or AI-generated portraits also work). The community feels more intimate and less anonymous when one knows who they are engaging with so will be great if you can update your profile here. Thanks in advance! ๐ค
Cameron G. you can push leads to SF via thrid party integrator, no need to change the legacy plan.
Yes it is worth it if you are syncing regularly as Clay Salesforce integration lets you push and update records directly with proper field mapping and deduplication so you can avoid manual exports and data loader steps
