Clay + Salesforce
Update Salesforce records and generate new records in Clay tables simultaneously
Streamline your workflow with this automation that springs into action when a record is updated in Salesforce. It paves the way for seamless data management by creating a record in the Clay app. Not only does this save valuable time, but it also ensures data consistency across your business platforms. Enhance your Salesforce and Clay integration experience with this efficient solution.
Streamline your workflow with this automation that springs into action when a record is updated in Salesforce. It paves the way for seamless data management by creating a record in the Clay app. Not only does this save valuable time, but it also ensures data consistency across your business platforms. Enhance your Salesforce and Clay integration experience with this efficient solution.
- When this happens...Updated Field on Record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
- automatically do this!Create Record in Table
Creates a new record in a table.
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