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One-Way Data Push from Clay to Salesforce Using Webhooks
with Clay & Hubspot or Salesforce webhook connection, can we do one-way push to push data from Clay into Salesforce?
Yes, we can set up a one-way push to send data from Clay into Salesforce using webhook-supported actions. We offer several actions that allow you to create, update, or upsert records in Salesforce directly from Clay. Some available actions include: ** Create Record ** Update Record * Upsert Object These actions enable you to push data from Clay to Salesforce in real-time. However, keep in mind that setting up this connection involves additional API configuration and may require custom workflows with Apex code implementation. If you need help setting up this integration or have specific requirements, please let me know, and I can provide more detailed guidance.
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Andi D.··I can limit the access to only create/update and never look?
Yes, you can limit the access in the Clay and Salesforce webhook connection to only create and update data without viewing it. When setting up the connection, you can create a permission set that restricts the OAuth user's access to specific fields and objects. To do this: 1. Create a custom permission set in Salesforce for the OAuth user. 2. Grant only create and update permissions for the relevant objects. 3. Restrict read access to sensitive fields or objects. This way, the connection will only have the ability to push data from Clay to Salesforce (create/update) without the ability to pull or view data. If you need help setting up these permissions, you can request human assistance by clicking on "Talk to a person" for more detailed guidance.
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- Andi D.··
is that doable with Webhook?
Yes, you can limit access to only create and update data without viewing it when using a webhook connection between Clay and Salesforce. Here's how: 1. Create a custom permission set in Salesforce for the OAuth user. 2. Grant only create and update permissions for the relevant objects. 3. Restrict read access to sensitive fields or objects. This way, the connection will only have the ability to push data from Clay to Salesforce (create/update) without the ability to pull or view data. If you need help setting up these permissions, you can request human assistance by clicking on "Talk to a person" for more detailed guidance.
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- Andi D.··
Hey team, sorry im so bad with Webhook and integration. So basically a client of mine doesn't want me to have the ability or access to their SFDC, is it possible to use Webhook and ONLY allow me to push data to their SFDC? Can they create a API Key (Salesforce) that's limited to push or update data? So I can never pull data from their Salesforce into my Clay table
Hey there thanks for reaching out, in this case you would want to use a HTTP API to do this inside of Clay. The following link goes over the HTTP aPI integration in more detail: https://docs.clay.com/en/articles/9672489-http-api-with-clay