Hi, happy to help! To create an HTTP link between Salesforce and Make, you can use Clay's webhook feature to push data from your Clay table to Make. Here's how you can do it:
1. Set up a Webhook Table in Clay:
• Create a new table in your Clay workspace and select the option to start with a webhook.
• This will generate a unique webhook URL for your table.
2. Export Data from Salesforce:
• In Salesforce, navigate to the ‘Workflow Automation’ section.
• Create an automation that triggers when a new record is added or an existing one is updated.
• Set the action for this automation to ‘Send a Webhook’.
3. Configure the Webhook in Salesforce:
• Paste the webhook URL from Clay into the Webhook URL field in Salesforce.
• Configure the webhook payload to include the data fields you want to send to Clay.
4. Send Data to Clay:
• Use a script or an internal tool within your system to post the data to the webhook URL created in Clay.
• Once the data is sent, it will automatically populate the table in Clay.
5. Connect Clay to Make:
• Use the webhook URL provided by Clay to link with Make.com, allowing you to automate the data import into your workflows.
For a visual guide on setting up a webhook table in Clay, you can refer to this video tutorial: video tutorial.
Remember, this process will allow you to automate the import of records into Clay, which you can then push to Make to run your ChatGPT assistant generated outputs. Ensure that the webhook payload from Salesforce is correctly configured to include all necessary data fields for your use case in Make..
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