Connecting Salesforce with Clay for Contact Management

Hi all! Is there a easy way to connect Salesforce to Clay to have it check contacts against open opportunities so I can quick make sure I'm not reaching out to anyone we're already in contact with?

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We can help you connect Salesforce to Clay to check contacts against open opportunities. Here's how: 1. Set up the Salesforce integration in Clay. You'll need a user with OAuth permissions and specific Salesforce permissions. 2. Use the "Lookup Records" action in Clay to check if contacts exist in Salesforce. 3. Specify the object type (e.g., Lead, Contact, or Opportunity) and the field to search (e.g., Email or Company). 4. Apply conditional logic to skip outreach for existing contacts or open opportunities. This setup will help you avoid reaching out to people you're already in contact with. If you need more detailed guidance, let me know, and I can provide step-by-step instructions.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University
Erica S.
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Thanks! That's helpful
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Thank you so much for sharing your feedback Erica S.!
Erica S.
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Actually, I am hung up on step 2
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To complete step 2 of connecting Salesforce to Clay, you need to authenticate your Salesforce account. Here's how: 1. Make sure you have OAuth Settings enabled in your Salesforce account. 2. When prompted, sign in to your Salesforce account to grant Clay access. 3. This authentication allows Clay to connect to your Salesforce data. For more details on permissions and scope of the Salesforce connection, you can check our FAQ page. If you encounter any issues during this step, let me know, and I'll be happy to help further.
Sources: Salesforce Integration Guide Salesforce [Clay 101] - Clay University
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