Import Records from Salesforce

1️⃣ What does it do?

Use Import Records from Salesforce to bring your leads into Clay for further enrichment. Easy way to communicate with your CRM.

2️⃣ How to set it up:

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

  2. Navigate and click on the People 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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