Need Help with Real-Time Account Enrichment Workflow in Salesforce and Clay

Hi all, I am trying to get a real-time enrichment workflow of new accounts in Salesforce to get Enriched in Clay and updated back in Salesforce. The latter part I have. But I can't seem to get a list in real-time of any new account that needs to get enriched. I created a List View in Salesforce and it brings in the initial set, but as the list view updates, the table in Clay does not update. Anyone successful with this flow yet? Could use some step by step guidance and help! Thanks!

2 comments

Bo (.
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There are two ways to handle real-time Salesforce enrichment: 1. Enterprise Package: We recently launched a package that handles this automatically - designed for enterprise plans. I can connect you with our Growth Specialist that will be able to help you navigate through this. 2. Webhooks > Clay > HTTP API back to Salesforce You can build this using webhooks to send data into Clay and the HTTP API to update Salesforce: - Set up a Salesforce webhook trigger for new accounts - Configure it to send account data to Clay's webhook endpoint - Use Clay's HTTP API to send enriched data back to Salesforce - Add error handling to manage failed requests The webhook approach requires more setup but still works well! :) Let me know!
Channeled
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