.png&w=3840&q=75){kind=logo}
Need Help Syncing Leads with Salesforce CRM on $350/mo Plan
Hello I am on the $350/mo plan that gets access to salesforce crm sync but I can’t sync leads from slaws force. Can someone help me unlock it? Screenshots attached
To sync leads from Salesforce, you have several options:1. Set up basic sync: • Create a new table in Clay • Use the Salesforce integration to specify which fields you want to sync • Toggle on auto-update for daily 24-hour syncs (optional) • Set up conditional rules if you only want to sync specific records 2. For real-time sync: You can set up webhook-supported actions if you need real-time data synchronization. This requires additional API configuration and Apex code implementation.If you need detailed guidance on permissions or want to test the enrichment first, you can check our FAQ documentation which covers topics like required permissions, duplicate handling, and testing procedures. Source: Salesforce Integration Guide
Chase G.··It says I need to upgrade but I already did
Looks like you're still looking for help. We're escalating this over to our support team and someone should be in touch soon. In the meantime, feel free to include any other information that may be helpful in solving your issue!
- Chase G.··
Thanks
Owen C.··Hey Chase, thanks for reaching out, and welcome to the Clay community! We’re excited to have you on board and can’t wait to see what you build. Regarding your question, the ability to push and pull data from your CRM is a feature available on Pro+ plans. This is why you’re seeing the prompt to upgrade. If you’d like more details about the Pro+ plan or need help upgrading, feel free to let us know, we’re here to assist! Hope this clears things up! Let me know if you have any other questions here. :) https://downloads.intercomcdn.com/i/o/w28k1kwz/1328378464/ad7066f3e3b8aa6bfeaf3d52184b/CleanShot+2025-01-09+at+15_53_39%402x.png?expires=1736458200&signature=683662c675a3b275b60a1944726443afe50485d38c8557b2c5266d6c0e0695ea&req=dSMlHsp5lYVZXfMW1HO4zS65RDrsSPRwIwivApoSHm5VQ9%2F7uVD%2ByEgmL9bo%0APwYQ%0A
- Owen C.··
Of course! Feel free to reach out with any other questions or concerns. :)
Hey there - just wanted to check in here to see if you needed anything else! Feel free to reply back here if you do.
We haven't heard back from you in a bit, so we're going to go ahead and close things out here - feel free to let us know if you still need something!