Questions on Clay Trial and Salesforce Integration Features
Hello, We are trialing Clay and have a few questions. We use Salesforce as our CRM. 1. Is it possible to limit credits per user per month? 2. When exporting to CRM (Salesforce) non Admin users to only see the Lead Object and not allow them to create records in Salesforce for Accounts & Contacts. 3. Can we default the fields of what type of data to be enriched and then ultimately imported to CRM. 4. Can we default the mapping table to create Leads? 5. In Salesforce we have standard country and state picklists enabled, how does Clay work with that? 6. Industry & Sub Industry - do you have a standard list? Thank you!
