I think I've asked a variation of this question, but do you all know o...

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I think I've asked a variation of this question, but do you all know of a quick way to take a clay table and map it to SFDC? In other words, if I found 100 leads, but I only want the ones that aren't currently in our CRM, is there an efficient and accurate way to do this?

2 comments

· Sorted by Oldest

Clay Team
APP
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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 😉
Clay Team
APP
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Hey, thanks for reaching out! Yep, SFDC has a lookup integration which would help you filter out those that already exist and only create new records. Let me know if you run into any issues!

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 😉
Clay Team
APP
·
·
Hey, thanks for reaching out! Yep, SFDC has a lookup integration which would help you filter out those that already exist and only create new records. Let me know if you run into any issues!