Clay Icon

Connecting Multiple CRM Accounts to a Clay Pro Plan

ยท
ยท

Hey Clay S. I have multiple customers a single clay pro plan account. I want to know if I'm able to connect multiple CRM accounts to my clay environment?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Yes, you can connect multiple CRM accounts to your Clay workspace. For example, with Salesforce, you can connect multiple Salesforce accounts through the Connections section in your Settings. Source: Salesforce integration overview | Documentation | Clay University

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    is there a limit on how many CRM accounts I can connect?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    We don't have a specific limit on the number of CRM accounts you can connect to your Clay environment. Our platform is designed to integrate seamlessly with various CRMs, allowing you to connect and sync data from multiple sources.To connect a CRM, you can follow these general steps: 1. Select 'Create new' in your workspace homepage 2. Choose to create a 'Table' 3. Select your CRM and its action 4. Log into your CRM provider account 5. Filter the objects you want to import 6. Add to a new blank tableYou can connect different CRMs or multiple instances of the same CRM as needed for your workflows.Is there a specific reason you're looking to connect multiple CRM accounts? Understanding your use case could help me provide more tailored information about our CRM integration capabilities. Sources: Clay onboarding checklist | Documentation | Clay University Claybooks: Find overlapping accounts with Crossbeam and automate personalized outreach | Clay.com Clay for RevOps | Clay.com

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    how do I connect additional CRM accounts?

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Here's how to connect additional CRM accounts to your Clay workspace: 1. Go to Settings by clicking your profile picture in the top-right corner 2. Navigate to the Connections tab in the sidebar 3. Click "Add Connection" in the top-right corner 4. Use the search bar to find your CRM service 5. Follow the authentication process, which will either require: โ€ข Signing in via SSO, or โ€ข Providing an API key 6. Name your integration account 7. Optionally, you can set this account as the default for your workspaceOnce completed, the new CRM account will appear under the corresponding service in your Connections list. Sources: Salesforce integration overview | Documentation | Clay University Workspace administration documentation | Documentation | Clay University Managing integration accounts | Documentation | Clay University

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Hi Vish C.! This thread was recently closed by our Support team. If you have a moment, please share your feedback:

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Thank you so much for sharing your feedback Vish C.!

  • Avatar of Channeled
    Channeled
    APP
    ยท
    ยท

    Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    Clay S. Switched my slack accounts if you can reply to this account

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    Hi Vish, thanks for reaching out. Taking a look at this now!

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    I believe there are no limitations to the number of SF accounts you connect to your Clay workspace - you should be good to go to connect multiple client accounts and will just have to toggle in between accounts at setup: https://downloads.intercomcdn.com/i/o/w28k1kwz/1353411413/baf124dcf865089ce0d4a911ff5c/CleanShot+2025-01-27+at+10_24_42%402x.png?expires=1737993600&signature=fb6004134836972e3266fc899306c0ac5bb5ef3ec23ba61158aee85818a023d8&req=dSMiFc1%2FnIVeWvMW1HO4zfE3Hm8xvfJRn6saD2vk3Sf3JCOTKqEkpYPjKWQ0%0AqUSY%0A

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    Cool thanks. I want to check this aligns with my intended use case: I have 8 customers that are using a custom pre-built Clay workflow each that I've designed. They are now asking for these workflows to hook up to their CRMs to automate certain actions. So for each of these workflows I have in my Clay env, I'll need to connect their CRM's individually to each sheet.

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    That's possible right?

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    Yes that's correct, you'll be able to set this up - you'll just have to specify which SF account you want to connect.

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    Awesome thanks Bruno R.!

  • Avatar of Vish C.
    Vish C.
    ยท
    ยท

    One last question, credit limits now become quite important. Can i arrange a call to understand custom credit pricing?

  • Avatar of Bruno R.
    Bruno R.
    ยท
    ยท

    You can read more about our pricing tiers and the features associated to each here: https://www.clay.com/pricing. Also, here's our credit calculator, which can help you estimate the usage tier which is most appropriate for your use case, based on how many leads you're working with and what enrichments you're looking to use.