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Upsert Account with Salesloft

Upserts will update an account if the domain exists, and create an account if it does not.

Updated over 3 months ago

Introduction

This integration enables the upsert of account data from Clay to Salesloft. When executed, the action checks for an existing account in Salesloft using the provided domain. If found, the account is updated with the new information. If no matching account exists, a new one is created.

Input

Name

Is Optional

Description

Type

Name

text

Domain

text

Conversational Name

true

text

Description

true

text

Phone

true

text

Website

true

text

Social URL

true

Full Linkedin URL

text

Twitter Handle

true

Twitter handle with the @ in the front.

text

Industry

true

text

Company Type

true

text

Founded

true

Date or year of founding

text

Revenue Range

true

Estimated revenue range

text

Size

true

Estimated number of people in employment

text

Tags

true

text

Account Stage

true

text

Account Tier

true

text

Street

true

text

City

true

text

State

true

text

Postal Code

true

text

Country

true

text

true

dynamicFields

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