Clay + Salesforce

Create Clay records from new Salesforce outbound messages

Boost your productivity by integrating your Salesforce and Clay tasks. When a new outbound message surfaces in Salesforce, the workflow immediately creates a new record in your Clay table. This automation not only increases efficiency by eliminating manual data transfer but also ensures your Clay records are always updated with the latest Salesforce communications. Revamp your task management and concentrate on what really matters, rather than getting bogged down in administrative tasks.

Boost your productivity by integrating your Salesforce and Clay tasks. When a new outbound message surfaces in Salesforce, the workflow immediately creates a new record in your Clay table. This automation not only increases efficiency by eliminating manual data transfer but also ensures your Clay records are always updated with the latest Salesforce communications. Revamp your task management and concentrate on what really matters, rather than getting bogged down in administrative tasks.

  1. When this happens...
    SalesforceSalesforce
    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    TriggerInstant
  2. automatically do this!
    ClayClay
    Create Record in Table

    Creates a new record in a table.

    ActionWrite
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Supported triggers and actions

    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Polling
    Try It
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About Clay

Clay is a simple spreadsheet interface, yet powerful automation platform that allows you to build internal tooling and automations to streamline your marketing, sales, and recruiting.

Related categories

  • Spreadsheets
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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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