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Adding Contacts to Salesforce Campaigns Via Clay: Is It Possible?

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salesforce Hi - is there a way to add contacts or leads to Salesforce campaigns as members via Clay natively? Currently looking to webhook out>do this via Make but that's a pain, and if there's a way to do this in Clay - much preferred.

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    Channeled
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    Currently, we don't have a native integration to add contacts or leads directly to Salesforce campaigns via Clay. However, we do offer some Salesforce-supported actions within Clay tables, including: 1. Create Record 2. Lookup Record 3. Update Record 4. Upsert Object 5. Lookup Records via SOQL For real-time data integration, you can use Salesforce webhooks, but this requires additional API configuration and custom workflow implementation using Apex code. As an alternative, you might consider using our integration with other email sequencing tools like Instantly. We have a native action to add leads to campaigns in Instantly directly from Clay. If you need further assistance or have more questions, please let me know.

  • Avatar of Muzafar C.
    Muzafar C.
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    no. I am familiar with the above

  • Avatar of Muzafar C.
    Muzafar C.
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    Wondering if you had any suggestions

  • Avatar of LuisArturo
    LuisArturo
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    Hey there thanks for reaching out, the only options we have that are native for Salesforce are the ones that were listed by the AI above. The only other option would be to do it via webhook/HTTP API as you mentioned you were doing.

  • Avatar of Muzafar C.
    Muzafar C.
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    The API has the secret etc time out - so a single HTTP module isn't enough. Will continue to use Make.com ๐Ÿ‘

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    Channeled
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