Hi - I want to do auto-enrichment with Salesforce. Essentially, any new leads that enter salesforce with specific values in a field on the lead record should be enriched by Clay in Salesforce. Is there any documentation or examples on how to do this?
Yes, you can set up auto-enrichment for new Salesforce leads using Clay. Here's how it works: 1. You can automatically enrich inbound leads with comprehensive data including: β’ Contact emails β’ Company size β’ Location β’ Industry β’ And more 2. The enrichment process can be configured to: β’ Run automatically as leads enter your CRM β’ Fill missing gaps in your CRM data β’ Increase overall data quality 3. For specific field value criteria, you can use conditional runs: β’ Set up formulas that trigger enrichment only when certain conditions are met β’ The enrichment will only run if your specified formula evaluates as trueFor a detailed walkthrough, check out Clay University's lesson on inbound enrichment at: https://www.clay.com/university/lesson/intro-to-typeforms-webhooks-and-inbound-lead-sources-automated-inbound Sources: Salesforce integration overview | Documentation | Clay University Leadmagic integration overview | Documentation | Clay University Enrich, score, and message inbound leads automatically | Clay.com
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