Automating Contact Association in CRM with Clay Integration

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Hey Clay! If i'm trying to create net new contacts from Clay to pass/create into our CRM, is there a way to get Clay to automatically associate what account they should be created under in our CRM without manually specifying the account id or account name?

2 comments

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Clay Support

Automating Contact Association in CRM with Clay Integration

Steven T.

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Hey Clay! If i'm trying to create net new contacts from Clay to pass/create into our CRM, is there a way to get Clay to automatically associate what account they should be created under in our CRM without manually specifying the account id or account name?

2 comments

· Sorted by Oldest

Steven T.
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salesforce
Steven T.
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ok i got that, but this assumes that the clay company name is spelled the same way in our CRM, which is often times not the case. For example, Would Clay be able to tell the difference between IBM vs International Business Machines? Johnson and Johnson vs J&J?

Steven T.
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·
salesforce
Steven T.
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ok i got that, but this assumes that the clay company name is spelled the same way in our CRM, which is often times not the case. For example, Would Clay be able to tell the difference between IBM vs International Business Machines? Johnson and Johnson vs J&J?