What is the best way to trigger data to get sent from Salesforce to Clay? We get inbound leads in Salesforce, and I want to trigger those to immediately get sent to Clay for enrichment and spam checks. What is the best practice for this?
For real-time lead transfer from Salesforce to Clay, webhooks are the best practice. [1]
You'll need to:
Create a custom Salesforce workflow with Apex code to trigger webhooks when new leads arrive
Set up a Clay table with webhook import - copy the webhook URL from Clay's "Import" > "Pull in data from a Webhook" [2]
Configure your Salesforce webhook to send data to Clay's webhook URL instantly
This enables real-time lead scoring to quickly route inbound leads for immediate enrichment and spam checks. The webhook approach requires additional API configuration but is recommended when real-time data transfer is essential.
Alternatively, you can use scheduled imports from Salesforce lists/reports, but this won't provide the immediate triggering you're looking for. [3]
Is that what you were looking for?
The problem is JSON, Salesforce flows don't send data in the correct format so I have to go through an intermediary service. Does the SF integrations on the Enterprise plan not solve for this?
Yes, the Enterprise plan includes a Salesforce Package that can help solve JSON formatting issues. This package provides a direct integration that handles the data formatting between Salesforce and Clay automatically. [1]
The package works by installing it in your Salesforce instance and creating a Clay table with webhook import. This bypasses the need for manual JSON formatting that causes issues with standard Salesforce flows.
Since you're experiencing JSON formatting issues, could you copy and paste the JSON you're working with into the chat? This will help me troubleshoot the specific formatting problems you're encountering.
What is the link to the Salesforce package?
The Salesforce Package link is provided via email to Enterprise plan users. [1] You'll need to check your email for the specific installation link that was sent to you.
Have you received the email with the Salesforce Package installation link, or do you need help locating it in your inbox?
No one has send me this yet.
I'm sorry for the inconvenience. I'll connect you to a human agent who can assist you further with this.
Clay Support is sharing a file with you.
Our support team has got your message and we'll get back to you soon!
If youβre dealing with a specific table, drop the URL below so we can help you quicker. Otherwise, someone from our team will be in touch soon!
Hello Jacob! Thanks for reaching out! To summarize what you want to send records instantaneously as they come in your Salesforce for enrichment and spam check. Couple of thoughts here: 1. You can do so by connecting Salesforce and Clay through the webhook functionality. You would have to create a Salesforce flow and add a trigger event for when this webhook gets triggered. This event can be something as simple as a new record got created. 2. Once you connect that webhook to Clay, every time the event is triggered, a webhook will pull records into Clay for enrichment. This was a well requested action and hence was converted into a package with Salesforce. More information on that here: β’ βEnterprise plan customersβ - This is the default availability, and the package is included as part of their plan
Alternative Options β
1. β$10K Add-on: Non-enterprise customers can access the Salesforce package as a paid add-on:
β’ Cost: $10,000 (need to confirm if this is one-time or annual) β’ This would allow you to install the package in your Salesforce instance 2. Manual setup: As discussed above Additional information is on our website: https://www.clay.com/sdr
We haven't heard back from you here, so we're going to go ahead and close this thread out.
Still need help here? Reply back and someone will jump back in.
Have a question thats not related to this thread? We recommend kicking off a new ticket in the support channel!
