how can I put the enrichment button directly on salesforce?
how can I put the enrichment button directly on salesforce?
how can I put the enrichment button directly on salesforce?
To add the enrichment button directly in Salesforce, you'll need our Enterprise Salesforce Package: Step 1: Click the gear button in Salesforce's top right corner and select Set up for current app. Step 2: Select Object Manager, then click on each object where you want the button (Accounts, Contacts, Leads, etc.). Step 3: Select Page Layouts and choose the layout where you want the button. Step 4: In the Mobile and Lightning Actions section at the top, drag Launch Enrichment to the Salesforce Mobile and Lightning Actions section. You'll also need to create Enrichment Menu objects in Salesforce by searching "Enrichment Menus" in the App Launcher and configuring them with your Clay table webhook URLs. Once set up, the button will automatically push records to your Clay table for enrichment.
Make a custom button in Salesforce that sends lead data (like email) to a Clay webhook that’s how you trigger enrichment.
To create a custom button in Salesforce that sends lead data to a Clay webhook, you'll need to implement Apex code and create a custom workflow. Steps: 1. Get your Clay webhook URL by adding "Import Data from Webhook" as a source in your Clay table 2. Create custom Apex code in Salesforce to send lead data (email, etc.) to your Clay webhook URL 3. Configure the custom workflow to trigger when the button is clicked This setup enables real-time lead enrichment - when someone clicks the button, lead data flows instantly to Clay for processing. Note: This requires additional API configuration and Apex development skills.
Hi Martin, I'm not immediately sure if that's something we'd be able to do. Please let me know if you have more details here or other questions I can help on! Gabe