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

·

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?

8 comments

Clay Team
APP
·
·
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
·
·
No table
Kareem Amin
·
·
Yes for both! Arturo O. will help you with this
Jeremy
·
·
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 O. then for help. Thanks!
Jeremy
·
·
Arturo O. 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
APP
·
·
Hey!! sorry for the delay!
Clay Team
APP
·
·
Jeremy, 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
·
·
Thanks for the explanation Arturo O.!