Creating Contacts and Accounts in Salesforce from Clay: Best Practices

Tommy C.

Can I create contacts and accounts in Salesforce from Clay? If so, what are the best practices

10 comments

Clay
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Yes, you can create contacts and accounts in Salesforce from Clay using the Create Record action. How to create records: ** Select your Salesforce account and specify the object (Contact, Account, Lead, or custom objects) ** Map required fields from your Clay table to Salesforce (e.g., First Name, Last Name, Email for contacts) ** Add optional fields like Phone or Job Title to enhance records Best practices: ** Test before automating: Turn off auto-update when starting new workflows to manually test a few rows first ** Use Lookup Records early: Check for duplicates in Salesforce before creating new records ** Qualify leads early: Use conditional runs to save credits by only enriching qualified leads ** *Map field types correctly: Ensure Clay field types match Salesforce field types to avoid errors The action outputs a Record ID and success status for each created record.
Sources: Salesforce integration overview | Documentation | Clay University Salesforce integration overview | Documentation | Clay University Salesforce Integration Guide Create Record with Salesforce
Tommy C.
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How can I specify the account name with a create record action at the contact lelvel\
Clay
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When creating a Contact record in Salesforce using Clay's Create Record action, you can specify the account name by mapping it to the Account field in the optional fields section. After selecting "Contact" as your object, Clay will populate the associated properties including an Account field where you can map your account name data from your Clay table.
Source: Salesforce integration overview | Documentation | Clay University
Tommy C.
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whats that field called
Clay
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The field is called "Account" in the optional fields section when creating a Contact record. After selecting "Contact" as your object, Clay automatically populates the associated properties including this Account field where you can map your account name data.
Source: Salesforce integration overview | Documentation | Clay University
Hari K.
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Hey Tommy! Happy to help with this! I've attached a screenshot below with the enrichments you will likely want to use to update and create accounts within Salesforce.
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I'm also sharing an article below that should cover the best practices to help you get started: https://www.clay.com/university/guide/salesforce-integration-overview Hope this helps!
Tommy C.
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Hey Hari, I would like to know how to create the contact and the account and mapped them together via one transaction using the create record action in Clay
Hari K.
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Hey Tommy! I've just recorded a quick snippet in a testing environment on what the interface should look like and how to navigate it. Broadly, once you create the action and select the Record type you are trying to create, you should see a few fields populate in which you can pass Clay columns into. Once you save and run the integration, the contacts should populate correctly into Salesforce in one step.
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Tommy C.
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thanks for the snippet, I am assuming that you'll need to create an account and contact record manually then stitch together via the Account ID?
Hari K.
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Hey Tommy! I believe that is correct - I believe Account IDs are generally the source of truth when working with Clay and Salesforce

Creating Contacts and Accounts in Salesforce from Clay: Best Practices | Clay