Clay integrates with Salesforce through a native connection that allows you to pull CRM records into Clay, enrich them with additional data points, and push updated information back to your CRM. The connection uses OAuth, a secure authorization method where Clay accesses your Salesforce instance without ever storing your password. Once you’ve authenticated, you can import records from Salesforce lists or reports, run enrichment workflows in Clay, and sync everything back automatically.
The workflow breaks down into three parts. First, you import existing Salesforce records into a Clay table. Next, you enrich those records with verified emails, phone numbers, firmographic details, or whatever data your team requires. Finally, you sync the enriched data back to Salesforce—either by creating new records or updating existing ones.
Think of Clay as a data processing layer that sits between your raw prospect information and your CRM. It handles the enrichment and transformation work, then delivers clean, complete records to Salesforce.
