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03 Tutorials & Inspiration

03 Tutorials & Inspiration

Auto-Enrichment of Salesforce Leads with Clay: Documentation Needed

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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?

Auto-Enrichment of Salesforce Leads with Clay: Documentation Needed | Clay

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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: • Contact emails • Company size • Location • Industry • And more 2. The enrichment process can be configured to: • Run automatically as leads enter your CRM • Fill missing gaps in your CRM data • Increase overall data quality 3. For specific field value criteria, you can use conditional runs: • Set up formulas that trigger enrichment only when certain conditions are met • 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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