Creating Salesforce Tasks from Clay for Website Visits
Hi! How can I create a task (website visited) from Clay in a lead in Salesforce? I don't see any Salesforce related task or activity objects or fields
Hi! How can I create a task (website visited) from Clay in a lead in Salesforce? I don't see any Salesforce related task or activity objects or fields
You can create Salesforce records from Clay using the "Create Record" action, which allows you to create both standard and custom objects. [1] To track website visits, you'll need to set up Clay's Web Intent tracking first, which captures visitor information including pages visited and time spent. [2]
Once you have website visitor data in Clay, you can use the Salesforce Create Record action to create tasks or activities in Salesforce. In the action setup, select "Task" or "Activity" as your object type, then map the website visit data from your Clay table to the appropriate Salesforce fields.
For website tracking data, create a Web Intent table by clicking "Add source" → "Signals" → "Website" and configure filters for the visitor data you want to track. [3]
Before we dive deeper, I'd recommend trying Sculptor (our built-in AI tool in the top-right corner) to help you set up this workflow quickly and automatically.
Are you looking to create standard Salesforce Task objects, or do you need to create custom activity objects for tracking website visits?
If you still need help setting up the task creation from Clay to Salesforce, I'm here to assist. Would you like to provide more details about the specific workflow or objects you're trying to create?
I don't see these "you can use the Salesforce Create Record action to create tasks or activities in Salesforce. In the action setup, select "Task" or "Activity" as your object type"
You're right—I apologize for the confusion. When using the Create Record action, you select the Salesforce object from a dropdown (like Contact, Account, Lead, or custom objects).
Task is a standard Salesforce object, so it should appear in that object dropdown when you set up the Create Record action. If you're not seeing Task as an option, it may be a permissions issue with the Salesforce account connected to Clay.
The Salesforce connection is scoped to the OAuth user who set it up—you can only create or update records for objects where that user has write access.
To troubleshoot: Check whether the Salesforce user connected to Clay has permission to create Task objects. You may need to work with your Salesforce admin to verify or adjust permissions.
Would you like help checking your Salesforce permissions, or would you prefer to try using Sculptor to set up this workflow?
If you still need assistance with setting up the task creation or checking your Salesforce permissions, I’m here to help. Would you like to share more details about what you’re trying to resolve or try using Sculptor for this workflow?
Ok I will check permissions
Thanks for letting me know. Take your time checking the permissions, and feel free to reach out if you need any further assistance or have more questions.
If you still need help with setting up the task creation or permissions, I’m here to assist. Would you like to share more details about what you’re trying to resolve or try using Sculptor for this workflow?