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. In your home page, click on '+ New Table'.

  2. Navigate and click on the Companies category.

  3. Select Import Records from Salesforce and connect your account.

  4. Select a Salesforce Object and List View then click on Continue, and choose to add results to a new or existing table.

  5. Wait for your results to populate within seconds and enrich!

⭐️ Cost: N/A

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