Need Help Syncing New Contacts with SFDC After Pro Plan Signup?

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Hello team I just signed up for the pro plan and the initial results are very exciting. But I'm having trouble figuring out how to sync these new contacts with my SFDC, can someone please assist? Is it possible to jump on a very quick support call?

2 comments

Clay
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To sync your new contacts from Clay with Salesforce: 1. Connect your Salesforce account in Clay by going to Settings > Connections, clicking Add connection, and selecting Salesforce. Authenticate your Salesforce account with OAuth settings enabled. 2. In your Clay table, use the Enrichment Panel to access the Create record action. Select the Salesforce object (e.g., Contact), fill in required fields, and run the action to create new records in Salesforce. 3. You can also use the Import source panel to import or sync data between Clay and Salesforce. We do not offer phone support or support calls. If you need further help, you can request to speak with a human agent here in the chat.
Sources: Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Channeled
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