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Connecting Multiple CRM Accounts to a Clay Pro Plan
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?
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?
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
is there a limit on how many CRM accounts I can connect?
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
how do I connect additional CRM accounts?
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: • Signing in via SSO, or • 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
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
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.
That's possible right?
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.
