How to Periodically Check Salesforce for Data and Sync with Keyplay

·Jan 04, 2024 07:42 PM·

is there a way to periodically check salesforce for data? basically i have another tool (keyplay) that is adding accounts into salesforce, and i want clay to pick them up somehow. any recommendations on how to make that happen?

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8 comments

· Sorted by Oldest

Clay Team
APP
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Hey Marty!! Are you using the Import from Salesforce source? It should already do this for you, refresh and import records after a time period.
Marty K.
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watttt - did not know about this feature
Marty K.
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looking
Clay Team
APP
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Same for hubspot :)
Marty K.
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this is blowing my mind
Marty K.
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🤯
Clay Team
APP
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It should look something like this if you check the import column source
354e7975-6a95-44fa-9a8a-9e7c1719e013.png(43 kB)
Marty K.
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how did i not know about this 😭
😁1

Clay Team
APP
·
·
Hey Marty!! Are you using the Import from Salesforce source? It should already do this for you, refresh and import records after a time period.
Marty K.
·
·
watttt - did not know about this feature
Marty K.
·
·
looking
Clay Team
APP
·
·
Same for hubspot :)
Marty K.
·
·
this is blowing my mind
Marty K.
·
·
🤯
Clay Team
APP
·
·
It should look something like this if you check the import column source
354e7975-6a95-44fa-9a8a-9e7c1719e013.png(43 kB)
Marty K.
·
·
how did i not know about this 😭
😁1

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