To distribute inbound leads from Clay to Salesforce, use the Create Record action to push enriched lead data directly to your CRM.
First, set up webhooks to automatically enrich inbound leads with data like contact emails, company size, location, and industry using actions like Find People or Email Waterfall.
Then use the Create Record action to add new records to Salesforce, specifying required fields (First Name, Last Name, Email) and optional details (Phone, Job Title) to enhance the record.
You can also build lead scores using Clay's 95+ enrichment data points and the Formula Tool, then push these scores back to Salesforce for lead prioritization.
Hey Martin, thanks for reaching out.
A general framework would be the following:
1. Create webhook table to route any inbound leads to Clay
2. Enrich Person with relevant data points
3. Create or Upsert enrichments to your Salesforce instance.
As a general guide, I'd recommend checking out this CRM enrichment guide
Let me know if you still have questions here. I want to make sure you have what you need.