Upgrading to Pro+: Salesforce Integration Lead Lookup Features | Clay

Upgrading to Pro+: Salesforce Integration Lead Lookup Features

Hi, considering upgrading to the pro+ plan and was curious if the salesforce integration can lookup if a lead is a current opp in salesforce and have some indication I can use to flag the ones that are. What does the lookup bring into clay?

5 comments

Channeled
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Yes, the Salesforce Lookup Records action can identify if a lead is a current opportunity in Salesforce. This function works like a VLOOKUP in Excel, searching for a key string you provide within a specific Salesforce object field. The lookup brings any Salesforce data that's accessible to your connected account into Clay, including: ** Contact information ** Company data ** Opportunity status ** Custom fields You can use this to flag leads that are current opportunities by: 1. Setting up a lookup that searches your Opportunities object 2. Creating a column that indicates whether a match was found 3. Using this data for segmentation or conditional logic This is particularly useful for avoiding duplicates, pulling CRM data, and running exclusion checks.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University
Bo (.
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Hey, I’ve added the Salesforce integration to your workspace for 1 month so you can test it out. You’ll be able to run lookups to check if a lead is part of a current opportunity and use that info to flag rows in Clay. Let me know if you want help setting up the right filters or columns.
Dillon T.
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Bo (. Thank you will try it out
Bruno R.
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Hi Dillon, could you share the url to any table in your workspace so I can verify whether we've successfully activated this feature for you?
Channeled
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