Integrating Clay with Salesforce: Automatic Record Import Options

Sudharshana V. · 2025-02-24T11:34:49.374002+00:00

Does Clay integrate with Salesforce? Can I automatically import all Clay enriched records into Salesforce without external tools like Zapier?

Yes, we have a native Salesforce integration that allows you to work with Salesforce data directly without external tools. Our integration supports several key actions: 1. Looking up, creating, and updating records in Salesforce 2. The following specific operations are supported: • Import records from lists • Import records from reports • Create new records • Update existing records • Upsert objects (insert or update) • Lookup records via SOQL You can work with any Salesforce object or field without needing to create custom objects. The integration includes native actions for updating records in Salesforce directly from Clay, allowing you to push enriched data back to your Salesforce instance.

Sources: Salesforce integration overview | Documentation | Clay University Update Record with Salesforce | Clay.com FAQ: Do we need to create a custom Salesforce object to integrate Salesforce data?

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