i want to build a clay table that can write personalized emails using external research but also include any notes on the prospect in Salesforce made from Cold calls in Orum or any discovery calls that we might have held with them. Is this possible and how?
Yes, this is definitely possible! You can build a comprehensive personalization table that combines external research with Salesforce notes.
Here's how to set it up:
1. Start with your prospect list and enrich with external data:
Add prospects to your Clay table
Use enrichment columns to gather social profiles, company data, and thought leadership content
Apply Claygent for additional web research [1]
2. Pull in Salesforce notes:
Connect your Salesforce integration to Clay
Import prospect records that include notes from Orum calls and discovery calls
Use dynamic column referencing to pull specific note fields into your personalization prompts [2]
3. Create AI-powered personalized emails:
Use the "Use AI" column for content creation
In your prompt, reference both the external research data AND the Salesforce notes using dynamic fields
Generate modular AI snippets for subject lines, intros, and personalized content
4. Combine everything:
Use formula columns to merge your research insights with call notes
Create complete personalized emails that reference both external intelligence and internal conversation history [3]
Before diving in, I'd recommend trying Sculptor (our built-in AI tool in the top-right corner) to help you set up this workflow quickly. Let me know if Sculptor helps or if you need more specific guidance on any of these steps!
Is that what you were looking for?
is it possible to do this without salesforce integration
Yes! You can absolutely build this without Salesforce integration. Here are a few alternatives:
Manual data import:
- Export your call notes from Orum or wherever they're stored
- Import them via CSV into your Clay table
- Use dynamic column referencing to pull these notes into your AI personalization prompts [1]
Write to Other Table:
- If you have notes in another Clay table, use "Write to Other Table" to map that data into your main personalization table [2]
Email campaign sync:
- Import lead data directly from CSV or other sources when creating email campaigns [3]
The core workflow remains the same - you'll still enrich with external research, create modular AI snippets, and combine everything for personalized emails [4]. You just need to get your call notes into Clay through one of these alternative methods instead of a direct Salesforce connection.
Want me to help you set up one of these approaches, or would you like to try Sculptor first to build this workflow?
If you still need help setting up your personalized email table without Salesforce integration, I’m here to assist. Would you like to share more about the method you’re considering or any specific challenges you’re facing?
ishrak h. try using Zapier or Make webhooks to catch data from Clay and pipe those into Salesforce (lower barrier to entry on pricing). My understanding is you need the data in SF to load it to Orum. Clay's Salesforce hookup is awesome but expensive to get access to (Arpit C. feature feedback: what if Clay sold Salesforce connector as a separate add-on? ) so you can easily use clay for the awesome AI research steps and then bring it to Salesforce via another tool for $50-100 more per month ish
Exactly! Using Zapier or Make as a bridge is a smart workaround. You can send Clay data to Salesforce via webhooks for much less cost.
Here's the setup:
Clay → Zapier → Salesforce:
1. In Clay, add an HTTP API enrichment column
2. Set method to POST and use your Zapier webhook URL as the endpoint
3. Format your Clay data as JSON in the body section using dynamic column names
4. Each row gets sent to Zapier separately, then pushed to Salesforce [1]
The process:
- Clay handles the AI research and enrichment
- HTTP API sends data to Zapier webhook (you'll see a 200 response when successful)
- Zapier pushes enriched data into Salesforce
- Then you can load from Salesforce to Orum [2]
This gives you Clay's powerful research capabilities while keeping integration costs down. The webhook approach works well for this kind of data flow where you don't need real-time syncing [3].
Your cost estimate of $50-100/month for the middleware tool sounds about right compared to enterprise integration pricing.



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If you still need help with setting up the Clay-to-Salesforce workflow or have any other questions, I’m here to assist. Would you like to provide more details about what you’re trying to achieve or any specific challenges you’re facing?
