Can someone talk me through how to integrate Clay with Salesforce?

Generally it's just a step in a workflow "get data from CRM" or "Push data to CRM" unfortunately I think it's only available on higher plans.

Hi Jesse, thanks for reaching out. This video Arturo recorded shows you an end to end CRM enrichment workflow for our integration with Hubspot. Our Salesforce integration will function following similar logics. As James suggested, these integrations are available to pro usage tiers only. To set up a Clay table that sources leads from your Salesforce records, this is the process you'll have to go through: https://downloads.intercomcdn.com/i/o/1184773353/f1f234af814b0b084f629e0a/CleanShot+2024-09-18+at+14_47_09.gif?expires=1726686900&signature=24e715b385bfbeed850280f49d1e51c72b3c94cc5d623e42530d0919c7ca6d44&req=dSEvEs55noJaWvMW1HO4zQ0FvMinT7pvh5RoERJ4%2Fh6%2Bqt9LfBYDCwUlMr83%0A4vI7%0A You'll be prompted to link your SF account and will then be able to look for specific salesforce objects and list views to import in Clay: https://downloads.intercomcdn.com/i/o/1184775086/7bd990792a9d0f22b01b2c51/CleanShot%2B2024-09-18%2Bat%2B14_48_46-402x.png?expires=1726686900&signature=d022952014317e218fb19d6ffb1d0a7b64647d8b366a317503d1a3340dd0e5a1&req=dSEvEs55mIFXX%2FMW1HO4zUw3HWcEeq0282xDwdzNZFduejCN3IcS95VW8Ut3%0AKGvj%0A I hope this was helpful. If there's anything else I can assist you with, please let me know!

Really great video, thank you.

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