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Tracking Leads Created by Clay in Salesforce for Campaign Enrollment

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Is there any way to track if a lead in Salesforce was created by clay? I am planning to run a create record in my clay people table. I then want to enroll these contacts to campaigns that are tied to individual AEs only if they were created by/through clay. How do I identify this?

Tracking Leads Created by Clay in Salesforce for Campaign Enrollment | Clay

7 comments

· Sorted by Oldest

Channeled
APP
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Yes, when you use Clay to enrich and push lead data to Salesforce, you can track this through our integration. We can automatically enrich inbound leads with comprehensive data like contact emails, company size, location, and industry, and then push this enriched data directly to Salesforce for lead scoring and prioritization. Source: Salesforce integration overview | Clay University
Jacob T.
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Arpitha K. you can populate a custom field on the Salesforce object to track what was created by Clay, and also to trigger specific workflows.
Channeled
APP
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Can you tell me more about the specific custom field you're considering using in Salesforce to track leads created by Clay?
Arpitha K.
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This sounds like a simple workaround. Thank you! So i assume there is nothing clay automatically sends?
Jacob T.
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Not that I know of
Channeled
APP
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Great! I'm here if you need any further assistance.
Channeled
APP
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Hi Arpitha K.! This thread was recently closed by our Support team. If you have a moment, please share your feedback: