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Clay S. Hello! I have a Clay table with imported records from SalesForce. It is importing New Leads. I would like to have it automated, so there are two options that may work for me: 1. Run the source every few minutes (for example 5minutes) to check for new records- but the smallest unit is 1 Day in Clay 2. (More complicated) Run the source whenever a new Lead appears in SalesForce (maybe using web hooks?). I couldn’t find any solution and don’t know how to implement the second option. Please help :)

6 comments

Clay
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Patryk W.
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https://app.clay.com/workspaces/477545/workbooks/wb_0t09cd1c8NJJn6Xaf7U/tables/t_0t0gtuxBkGxbhBikM3n/views/gv_0t09cgpQXCRJhAM4ViG
LuisArturo
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Hey there Patryk thanks for reaching out, how can we help you today?
Patryk W.
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LuisArturo Hello! I have a Clay table with imported records from SalesForce. It is importing New Leads. I would like to have it automated, so there are two options that may work for me: 1. Run the source every few minutes (for example 5minutes) to check for new records- but the smallest unit is 1 Day in Clay 2. (More complicated) Run the source whenever a new Lead appears in SalesForce (maybe using web hooks?). I couldn’t find any solution and don’t know how to implement the second option. Please help 🙂
LuisArturo
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Hey there Patryk sorry for the delay here, In this we'll have to go with the second option which is to use webhooks here. We do have a document that helps show you how this process would be set up as it is a bit complicated. https://docs.google.com/document/d/1FRxNZUT_KHtV-Tisv3BqyhZoTsieVL-5nG8IbO5i9Jc/edit?tab=t.0#heading=h.cvbv9p4taqr4
Channeled
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