Streamlining Outbound Prospect List Creation in Clay and Salesforce

Caleb L. · 2024-12-19 18:39:19.069046+00

Hi Team, really enjoying he tool but have a question. I am trying to streamline the outbound prospect list creation process for my team and I am wondering if there ways others have: 1. created clay table templates for individual reps to use that include all necessary columns/fields 2. auto-populate fields in the Salesforce integration when using these prospects to create contacts? I'm trying to minimize the amount of clicks and manual field matching that is currently required in the flow I have created.

Streamlining Outbound Prospect List Creation in Clay and Salesforce | Clay

4 comments

· Sorted by Oldest

Channeled
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Here's how to streamline your process: 1. Create a template table: • Go to your workspace • Click "Create New" > "Table" • Choose "People Table" for prospect lists 2. Set up Salesforce integration: • Add the "Create Record" action to your table • Select your Salesforce account • Choose the object type (e.g., Contact, Lead) • Map your Clay table fields to match Salesforce fields • Configure the action to run automatically when new rows are addedFor field mapping, ensure you include all required Salesforce fields (like First Name, Last Name, Email for Contacts) and any optional fields important for your team. Once set up, you can share this table as a template for your reps to use. Sources: Salesforce integration overview | Clay University Create New Table
Channeled
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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!
LuisArturo
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Hey there Caleb thanks for reaching out, to answer your questions in order 1.There is a way to share a table as a template in Clay. By clicking on the "Actions" button in the top right-hand corner of the table you can select the "Share as template" option so that you can send a table with all of the columns prebuilt to a teammate. https://downloads.intercomcdn.com/i/o/w28k1kwz/1305049048/6fa8752ec41e1a680e8855758ec2/image.png?expires=1734642900&signature=6a245660d3e0302f3e6e427e2134bf2bc094248fe510eeca4b7fd0ae087d5cd7&req=dSMnE8l6lIFbUfMW1HO4zQFFGBWZUhWKoYMtApGcxtRVg%2BSY8ldOPQbUbu3%2B%0AzyxD%0A 2. AS for auto populating fields from a Salesforce integration, the way the integration is currently setup is that the initial pull will no auto map the values because the table does not know which ones will be needed, which is why we leave it up to users to decided. However, once those initial fields are pulled, any additional prospects pulled from Salesforce will be auto mapped when they come in.
Channeled
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This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.

Channeled
APP
·
·
Here's how to streamline your process: 1. Create a template table: • Go to your workspace • Click "Create New" > "Table" • Choose "People Table" for prospect lists 2. Set up Salesforce integration: • Add the "Create Record" action to your table • Select your Salesforce account • Choose the object type (e.g., Contact, Lead) • Map your Clay table fields to match Salesforce fields • Configure the action to run automatically when new rows are addedFor field mapping, ensure you include all required Salesforce fields (like First Name, Last Name, Email for Contacts) and any optional fields important for your team. Once set up, you can share this table as a template for your reps to use. Sources: Salesforce integration overview | Clay University Create New Table
Channeled
APP
·
·
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!
LuisArturo
·
·
Hey there Caleb thanks for reaching out, to answer your questions in order 1.There is a way to share a table as a template in Clay. By clicking on the "Actions" button in the top right-hand corner of the table you can select the "Share as template" option so that you can send a table with all of the columns prebuilt to a teammate. https://downloads.intercomcdn.com/i/o/w28k1kwz/1305049048/6fa8752ec41e1a680e8855758ec2/image.png?expires=1734642900&signature=6a245660d3e0302f3e6e427e2134bf2bc094248fe510eeca4b7fd0ae087d5cd7&req=dSMnE8l6lIFbUfMW1HO4zQFFGBWZUhWKoYMtApGcxtRVg%2BSY8ldOPQbUbu3%2B%0AzyxD%0A 2. AS for auto populating fields from a Salesforce integration, the way the integration is currently setup is that the initial pull will no auto map the values because the table does not know which ones will be needed, which is why we leave it up to users to decided. However, once those initial fields are pulled, any additional prospects pulled from Salesforce will be auto mapped when they come in.
Channeled
APP
·
·
This thread was picked up by our in-app web widget and will no longer sync to Slack. If you are the original poster, you can continue this conversation by logging into https://app.clay.com and clicking "Support" in the sidebar. If you're not the original poster and require help from support, please post in 02 Support.