Integrating Salesforce with Clay to Exclude Current Customers

·Feb 24, 2025 08:39 PM·

Hey guys! I use salesforce for CRM. Is there a way in Clay to look up the active/current customers (or the blocklist) from Salesforce and run rows in Clay only if they are not present as a current customer in salesforce?

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Integrating Salesforce with Clay to Exclude Current Customers

Hrishita S.

·Feb 24, 2025 08:39 PM·

Hey guys! I use salesforce for CRM. Is there a way in Clay to look up the active/current customers (or the blocklist) from Salesforce and run rows in Clay only if they are not present as a current customer in salesforce?

1