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Import Records from Salesforce

1️⃣ What does it do?

Use Import Records from Salesforce to bring your leads into Clay for further enrichment.

2️⃣ How to set it up:

  1. 1.
    In your home page, click on '+ New Table'.
  2. 2.
    Navigate and click on the Companies category.
  3. 3.
    Select Import Records from Salesforce and connect your account.
  4. 4.
    Select a Salesforce Object and List View then click on Continue, and choose to add results to a new or existing table.
  5. 5.
    Wait for your results to populate within seconds and enrich!
⭐️ Cost: N/A
Last modified 1mo ago