Selective Syncing of Salesforce Accounts in Clay by Account Type

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Question - I have not synced my Salesforce CRM instance to Clay yet, and am wondering if you can selectively append salesforce accounts/contacts based upon field disposition? Such as, I want to append data from Clay based upon "Account Type" = Prospect.

3 comments

· Sorted by Oldest

Anas A.
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Jonathan W. You import records based on List Views or Reports, which means you can filter by fields like Account Type = Prospect before bringing them into Clay. You can also use conditional logic in Clay to make sure enrichments or updates only run when that condition is met. Reference: Salesforce Integration Overview – Clay
Jonathan W.
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Thanks, but I was wondering about a flow with an auto-sync that grabs data from Salesforce as an append step, not an upload.... An active sync.
Anas A.
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From what I can tell, this isn’t supported natively. The workaround is to use Zapier to append records when Account Type = Prospect

Anas A.
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Jonathan W. You import records based on List Views or Reports, which means you can filter by fields like Account Type = Prospect before bringing them into Clay. You can also use conditional logic in Clay to make sure enrichments or updates only run when that condition is met. Reference: Salesforce Integration Overview – Clay
Jonathan W.
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·
Thanks, but I was wondering about a flow with an auto-sync that grabs data from Salesforce as an append step, not an upload.... An active sync.
Anas A.
·
·
From what I can tell, this isn’t supported natively. The workaround is to use Zapier to append records when Account Type = Prospect