Connect Clay to Salesforce
Move data between Clay and Salesforce the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.
- Clay triggers
- 1
- Clay actions
- 4
- Salesforce triggers
- 9
- Salesforce actions
- 27
Automation ideas
What you can build with Clay and Salesforce
A few flows teams run between Clay and Salesforce. Use one as a starting point, or build your own from scratch.
Row Received from Clay in Clay creates Add Contact to Campaign in Salesforce
Triggers when Clay sends a row to this flow.
New Case Attachment in Salesforce creates Search Companies in Clay
Fires when a new Attachment or File is added to any Case record.
Row Received from Clay in Clay creates Add File to Record in Salesforce
Triggers when Clay sends a row to this flow.
New Case Attachment in Salesforce creates Search People in Clay
Fires when a new Attachment or File is added to any Case record.
Row Received from Clay in Clay creates Add Lead to Campaign in Salesforce
Triggers when Clay sends a row to this flow.
New Case Attachment in Salesforce creates Send Row to Clay Table in Clay
Fires when a new Attachment or File is added to any Case record.
Questions, answered
No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.
More ways to automate Clay
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Clay + Wedof
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Clay + NinjaPipe
NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.
Clay + Outseta
Triggers and actions for Outseta CRM and Billing
Clay + Housecall Pro
Manage your home service business with Housecall Pro CRM integration
More ways to automate Salesforce
View SalesforceSalesforce + HubSpot
Powerful CRM that offers tools for sales, customer service, and marketing automation.
Salesforce + Wedof
Automatisez la gestion de vos dossiers de formations (CPF, EDOF, Kairos, AIF, OPCO et autres)
Salesforce + NinjaPipe
NinjaPipe CRM integration with contacts, companies, deals, tasks (under projects), pipelines, products, budgets, projects, orders, lists, and Databin webhook delivery.
Salesforce + Outseta
Triggers and actions for Outseta CRM and Billing
Salesforce + Housecall Pro
Manage your home service business with Housecall Pro CRM integration
Salesforce + WhatsScale
Send WhatsApp messages, manage contacts, and automate conversations via WAHA