Every morning at 7am
Clay data on new Salesforce leads
Every morning, the agent runs your Clay function on the past day's new Salesforce leads and fills in their empty title, industry and employee fields.
Clay + Salesforce integration
Combine Clay + Salesforce and move enrichment data into Salesforce. Just ask Letaido's AI agent and watch it do the work.
Best Clay and Salesforce integration jobs to start with
Use this Clay Salesforce integration to fill in new leads, add missing buyers and find new accounts.
When you ask
Find missing buyers at open deals with Clay
On request, the agent searches Clay for the marketing lead at each account with an open deal and adds the missing ones as Salesforce contacts.
When you ask
New accounts that match your won deals
The agent profiles accounts you won in the past year, finds companies in Clay with the same profile and adds new ones as Salesforce accounts.
Clay Salesforce integration options, compared
Clay's connector lives in Clay tables. Leta works from a chat request or a saved timer.
| Option | Fills empty Salesforce fields | Adds new Salesforce records | Finds people at deal accounts | Runs on its own |
|---|---|---|---|---|
 Letaido AI agent | Yes | Yes | Yes | Yes |
| Clay's Salesforce integration | Yes | Yes | Yes | Yes |
| Zapier | Partly | Yes | Partly | Yes |
Read the full comparison
| Option | How a run begins | Good at | Keep in mind |
|---|---|---|---|
| Letaido AI agent | A timer you save by chatting with Leta, or a one-off request | New lead details from your Clay function, missing buyers at open deal accounts, and new accounts shaped like your won ones | Records aren't mirrored between the apps. Clay tables are never edited. Function jobs need the Routine ID and use Clay credits. Search jobs use your search result allowance. Nothing in either app kicks off a run |
| Clay's Salesforce integration | Set up in a Clay table: Salesforce list views or reports come in as a source, re-synced every 24 hours by default, and action columns run by hand or on auto-update | SOQL lookups, plus create, update, upsert and lead convert actions on Salesforce records, next to Clay's own search and enrichment in the same table | Made by Clay; its pricing page puts CRM integrations on Growth and above. Each table and its column to field mapping is yours to build, and Clay can't undo a change it made in Salesforce |
| Zapier | A Salesforce trigger like New Lead, New Record or Updated Record, which Zapier polls for | Ready-made Zaps that put new Salesforce leads or records into a Clay table, with Clay steps to add or find a row and Salesforce steps to create, update or find records | Zapier lists Salesforce as a Premium app. Enrichment inside Clay, field mapping and writing results back to Salesforce are all yours to set up |
Clay and Salesforce: the old way vs. Letaido
- 1Build a Salesforce list view
- 2Import it into a Clay table
- 3Run the enrichment columns
- 4Map each column to a field
- 5Push the results back
Every morning at 7am, take the open Salesforce leads created in the past 24 hours (plus 5 minutes so nothing slips between runs) that have an email. Run my Clay function function:t_example321 on them with Email and Company Name as inputs, and write the job title, industry and employee count it returns to each lead. Only fill fields that are empty, and only use an industry that is one of our Lead Industry picklist values. Tell me how many leads were filled in.
Lead: Maya Ortiz
Title: Head of Growth
Industry: Technology
No. of Employees: 320
How Clay and Salesforce jobs start
On a schedule
Saved as an automation, like “Clay data on new Salesforce leads”: every morning at 7am. Neither app sends events to Letaido.
When you ask
One message, 82 Clay and Salesforce actions to draw on.
How to set up the Clay Salesforce integration
-
1Paste a Clay API key with Public API scope
-
2Connect with Salesforce after a one time admin setup
-
3Approve the first run
Allow all read operations once per app; approve each kind of write once.
-
4Watch the first run in chat
-
5Pick a schedule
Every Clay and Salesforce action the agent can take
Clay
6 groups: 11 reads, 4 writes
- Search people and companies
- Run Clay functions in bulk
- Monitor workflow runs
- 3 more
API request · Query workflow runs · Start routine batch · Get search query reference
Salesforce
12 groups: 42 reads, 25 writes
- Create, update, and delete records
- View and refresh dashboards
- Admin and advanced
- 9 more
Get limits · Delete record · Query all · List dashboards
Frequently asked
Does Clay integrate with Salesforce? +
Yes, Clay's own Salesforce connector imports list views and reports into a Clay table and writes records back from it. Leta skips the table: say what you need in chat, or save it to repeat, and it reads both apps and writes to Salesforce.
How do I connect Clay to Salesforce in Letaido? +
Add a Clay API key that has Public API access, and connect Salesforce once your admin has done the one time setup. For jobs built on a Clay function you made, give Leta that function's Routine ID.
Do jobs use Clay credits? +
Running one of your Clay functions uses Clay credits, the same as running it inside Clay. Searching Clay's company or people database uses up your plan's search result allowance, one per record returned.
Will it overwrite Salesforce fields or add duplicates? +
The lead job only fills empty fields, and leaves out an industry that isn't one of your picklist values. The open deals job skips people whose name is already among the account's contacts. The new accounts job skips a company only when its domain exactly matches an existing account's website and keeps your duplicate rules on, but accounts with no website aren't caught.
Can a new Salesforce lead start a Clay job? +
No. Neither Clay nor Salesforce sends events to Letaido, so a change in either app can't start a job. Pick a time instead, like 7am each day, or type the request whenever you need it.
Does Leta ask before it changes Salesforce? +
Allow all read operations once per app; approve each kind of write once.
Put Clay and Salesforce to work today
Connect Clay and Salesforce, then ask for a job like "Enrich new Salesforce leads with Clay every morning". Leta gets it done on your schedule, or the moment you ask.
Get Letaido