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Zapier makes it easy to integrate Salesforce with Clay - no code necessary. See how you can get setup in minutes.
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Salesforce
Salesforce
1. Choose trigger event
Clay
Clay
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Create Record in Table" in Clay.
You’re connected!
Zapier seamlessly connects Salesforce and Clay, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Campaign
Required
Lead
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Lead
Required
Account
Required
Opportunity
Create new opportunity?
Converted Status
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Parent Object
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Note Title
Required
Note Content
Required
Salesforce Object
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Warning
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Report
Required
Include details
Number of custom filters
Row groupings
Column groupings
Summary calculations
Detail columns
Sort order
Report format
Advanced report options
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact to Update
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Salesforce Object
Required
Record to Update
Required
Use Assignment Rules
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Stop on error
Required
HTTP Method
Required
URL
Required
Query string parameters
Additional request headers
Body
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
SOSL Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Search Value
Required
Second Field to Search By
Second Search Value
Search Operator
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
Record ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Salesforce Object
Required
SOQL WHERE Clause
Required
Sort by
Sort Order
Maximum Number of Records
Use Assignment Rules
Allow Duplicates
Action
This is an event a Zap performs.
Search or write
Find existing data in your app, or create a new record if no data is found
Skipped
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Find Select Option ID for Table Field
Finds a Select Option ID by its text value
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Clay with AI agents and code
Beyond Zap workflows. Call Salesforce and Clay actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Clay actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Create Record in Table
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Customers who say using Zapier has made them better at their job
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Customers have created over 25 million Zaps on the platform
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The average user takes less than 6 minutes to set up a Zap
Practical ways you can use Salesforce and Clay
Log new opportunities to a Clay table.
When a new opportunity is created in Salesforce, Zapier can automatically log the key opportunity details into Clay. This workflow helps engineering teams quickly access relevant metrics, aiding in project prioritization discussions.
When campaign details are updated in Salesforce, Zapier can push this data into a Clay table. This keeps marketing teams up-to-date and ensures consistency across analyses and reporting, cutting down on errors and improving insight accuracy.
When a new lead is created in Salesforce, Zapier can add the lead details to a specified table in Clay. This ensures the sales team has easy access to leads across platforms, reducing manual data transcription and improving efficiency.
Learn how to automate Salesforce on the Zapier blog
Learn how to automate Clay on the Zapier blog
Make work flow with AI
Level up your Salesforce to Clay integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Clay integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Clay
What prerequisites are needed to integrate Salesforce with Clay?
To integrate Salesforce with Clay, you need a Salesforce account with API access. Additionally, you should have administrator rights in both Salesforce and Clay to set up the connection properly.
How can I set up triggers from Salesforce within Clay?
In Clay, you can set up triggers using Salesforce data by selecting the 'Create Trigger' option within your integration settings. From there, you'll choose a specific event in Salesforce like 'New Contact' or 'Updated Opportunity' to initiate an action in Clay.
What actions can I perform in Clay with data from Salesforce?
Once integrated, you can use actions such as creating new records, updating fields, or triggering notifications in Clay based on specific activities tracked in your Salesforce environment.
Is there a way to filter the data transferred from Salesforce to Clay?
Yes, you can set conditions and filters on the data being pulled from Salesforce. Our system allows filtering based on criteria like creation date, lead status, and opportunity stage to ensure only relevant data is transferred.
Are there any limitations when integrating Salesforce with Clay?
There might be limitations primarily depending on your edition of Salesforce. For instance, some editions may not support API access without an additional license. It's best to consult both your Salesforce plan details and our support team for guidance.
Can we automate updates from Clay back into Salesforce?
Absolutely! You can create workflows that automatically update records back into your Salesforce account when changes occur in Clay. This keeps both platforms synchronized without manual intervention.
How do we handle errors during integration between these platforms?
Our system logs errors encountered during synchronization attempts. You’ll receive detailed error messages in your dashboard which guide troubleshooting steps and suggest automatic retries where applicable.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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.
