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I know it is possible to automatically enrich and send back the enrich...

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I know it is possible to automatically enrich and send back the enriched information for new contacts added in a Hubspot CRM. Is the same fully automated process available for Salesforce?

I know it is possible to automatically enrich and send back the enrich... | Clay

8 comments

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Clay Team
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Hey hey! Can you drop the URL for your table here? (if applicable) 🫶 Don't worry, only admins will be able to open your table 😉
Jeremy Mel
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No table
Kareem Amin
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Yes for both! Arturo (Clay) will help you with this
Jeremy Mel
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Thank you. I don't need to set this up yet. I just needed to know if it was possible. I have a few clients I will set this up for in the future and will reach out to Arturo (Clay) then for help. Thanks!
Jeremy Mel
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Arturo (Clay) What would I need from my client in order to set up this fully automated process whether from Hubspot/Salesforce? Would the client need to provide me with my own login credentials to their CRM?
Clay Team
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Hey!! sorry for the delay!
Clay Team
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Jeremy Mel, yep, you'll need their SF or Hubspot login so you can connect their accounts to the integrations. Once you do that, you can choose to import contacts directly from their platform, have a Clay table with your ideal enrichment workflow, and finally use the Export features of these integrations to create or update these contacts.It can auto-import every day from SF/HS any new leads that appear in that specific view/list you selected.
Jeremy Mel
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Thanks for the explanation Arturo (Clay)!