Clay Integration With Salesforge

Clay is a data automation platform that streamlines lead enrichment and campaign workflows. The Salesforge-Clay integration lets you automate the flow of lead and campaign data between the two systems. By integrating Salesforge with Clay, you get a seamless transfer of information (campaign triggers, enriched contacts, etc.) to eliminate manual data entry.

Key Features

• Pre-built templates to “Enrich lead data from Salesforge.ai”, “Push leads into a campaign”, or “Sync customer data”.
• Pick a template based on your goal (e.g. sending Salesforge lead lists to Clay for enrichment, or importing Clay’s enriched contacts back into Salesforge) and map the necessary fields.
• Automatic data flow between Clay and Salesforge.

How To Use It

1. In Clay, create a new HTTP API Enrichment and search for “Salesforge” in the template library.
2. Choose the action you want (e.g. add leads to a Salesforge campaign or fetch Salesforge contacts).
3. Then set up the field mapping so Clay fields align with Salesforge’s.
4. Finally, test and enable the automation. Salesforge and Clay will now keep data in sync per your settings.