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Clay Pro Plan: Automated Data Export to Salesforce?
Does the pro plan offered by Clay allow automated exporting of enriched data to Salesforce?
Does the pro plan offered by Clay allow automated exporting of enriched data to Salesforce?
Yes, integrations with CRMs like Salesforce are free on our Pro plan. The Pro plan includes CRM integrations, allowing you to sync and export your enriched data to Salesforce. Sources: FAQ | Clay.com Which actions cost credits (or are free)? - FAQ | Clay.com Clay Plan Feature Overviews
How often do sources sync on the Pro plan?
For CRM integrations on the Pro plan, tables with a CRM source automatically sync and update every 24 hours. This means that any new records or updates will trigger action runs, which will enrich and export the updated fields.You can control this auto-update feature by navigating to your Table Name in the top bar, where you'll find options to Enable or Disable auto-update. Sources: Can I schedule data enrichments so they re-run on their own? - FAQ | Clay.com FAQ: What are the default sync settings for CRM integrations?
Can I manually sync on the pro plan when I want?
Yes, CRM integrations including HubSpot, Salesforce, Pipedrive, Close, and Loxo are available on our Pro Plan. With the Pro Plan, you'll have access to CRM integrations along with increased capabilities like up to 50,000 people/company searches.If you're looking for alternative methods before upgrading to Pro, you can use our HTTP API and Webhook table features to manually configure data syncing with your CRM's REST API. Source: Free vs. Starter vs. Explorer vs. Pro vs. Enterprise Plans
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Hey there Malik thanks for reaching out, to clarify here when you say automated exports to Salesforce do you mean as in as soon as you add leads to a table that has a workflow built that ends with data being sent Salesforce if it will automatically run.
Yes, and if it only runs automatically every 24 hours on the pro plan, can we still run it manually when we want?
Hey there Malik, yes you can manually run this whenever you want as, it is not necessary to let the feature run automatically by itself.
Last follow up here LuisArturo - If we want data to be enriched the time it hits Salesforce (or a few mins after) is this possible on the pro plan through a webhook in Clay or other means? Example, I add a new account to Salesforce. I want to enrich this account with year founded or number of employees.
Hey Malik! Thanks for reaching out. Happy to help. Just to confirm, you'd like to know if it's possible for the data to be enriched before it gets sent to Salesforce?
I want to know if there's a way to automatically enrich data that's added to salesforce with the pro plan. If I add a new account in salesforce, can that trigger Clay to go enrich this data. Perhaps using a webhook or other means.
Hey there Malik, if you plan on using a webhook to do this will note that a webhook will only pull in new records that are added to the database after Webhook has been connected. This means any existing records in Salesforce will not be pulled. That being said after the initial webhook is setup and the values are all mapped out every following record will progress through a tables workflow. To simplify after it a webhook is setup whenever a record is added to salesforce it will be pulled to Clay go through all of the active enrichments in the table and then using one our enrichments with Salesforce be sent back to Salesforce enriched. Want to clarify though are you planning on enriching data from a List in Salesforce or Records? As they may open up an option that will not require having to setup a webhook.
I had not decided on using a list view in salesforce or report, but I more just wanted to confirm on the "pro plan", what my options were in terms of having the process start from within salesforce when I add a "new" account.
Understandable that you wish to gather more information about the process. Will just note that if you are sending the enriched data back to Salesforce a Pro Plan is needed in order to use our Salesforce integrations to update records in Salesforce.
