Creating Enrichment Buttons to Trigger Workflows in Salesforce

Martin B.

·Jul 07, 2025 09:24 AM·

how you can create enrichment buttons that triggers workflows directly on ssalesforce?

2 comments

· Sorted by Oldest

Clay
APP
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Clay offers an Enterprise Salesforce Package that creates enrichment buttons directly in Salesforce. Setup Process: 1. Create Enrichment Menu Objects - In Salesforce, search "Enrichment Menus" and create new records with your Clay table webhook URL 2. Add Launch Button - Go to Object Manager, select your objects (Accounts, Contacts, Leads), then Page Layouts. Drag "Launch Enrichment" to the Mobile and Lightning Actions section How It Works: SDRs click the enrichment button directly in Salesforce to trigger Clay workflows in the background. Within seconds, enriched data appears in the CRM as fields. Sales reps can research accounts, find decision-makers, and validate contacts without switching platforms. This keeps your team working in Salesforce while accessing Clay's enrichment power seamlessly.
Sources: Salesforce integration overview | Documentation | Clay University How Teams Can Use Clay for CRM Enrichment How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog How OpenAI is scaling their GTM motion with Clay - The GTM with Clay Blog
Mark L.
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Hey Martin, thanks for getting in touch. This seems like more of a Salesforce question than Clay per se. We do have a Salesforce package available, for workspaces on Enterprise plans or annual Pro plans. Aside from that, the general principle to send data to Clay would be to use a webhook: https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound https://www.clay.com/university/guide/webhook-integration-guide Think of a webhook like a mailbox for a Clay table. It would await data sent to it from Salesforce or another service. You can create e.g. a Flow that sends an HTTP post to the webhook, with whatever datapoints are needed. That's a bit beyond our scope to advise on, but in principle, is doable.

Clay
APP
·
·
Clay offers an Enterprise Salesforce Package that creates enrichment buttons directly in Salesforce. Setup Process: 1. Create Enrichment Menu Objects - In Salesforce, search "Enrichment Menus" and create new records with your Clay table webhook URL 2. Add Launch Button - Go to Object Manager, select your objects (Accounts, Contacts, Leads), then Page Layouts. Drag "Launch Enrichment" to the Mobile and Lightning Actions section How It Works: SDRs click the enrichment button directly in Salesforce to trigger Clay workflows in the background. Within seconds, enriched data appears in the CRM as fields. Sales reps can research accounts, find decision-makers, and validate contacts without switching platforms. This keeps your team working in Salesforce while accessing Clay's enrichment power seamlessly.
Sources: Salesforce integration overview | Documentation | Clay University How Teams Can Use Clay for CRM Enrichment How Vanta uses Clay to streamline RevOps and scale signal-based prospecting - The GTM with Clay Blog How OpenAI is scaling their GTM motion with Clay - The GTM with Clay Blog
Mark L.
·
Hey Martin, thanks for getting in touch. This seems like more of a Salesforce question than Clay per se. We do have a Salesforce package available, for workspaces on Enterprise plans or annual Pro plans. Aside from that, the general principle to send data to Clay would be to use a webhook: https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound https://www.clay.com/university/guide/webhook-integration-guide Think of a webhook like a mailbox for a Clay table. It would await data sent to it from Salesforce or another service. You can create e.g. a Flow that sends an HTTP post to the webhook, with whatever datapoints are needed. That's a bit beyond our scope to advise on, but in principle, is doable.