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

Muzafar C. · 2025-03-06T13:41:11.03736+00:00

: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.

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.

Sources: Salesforce integration overview | Documentation | Clay University Push Data To Your Email Sequencer [Clay 101] - Clay University

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