Clay and Salesforce integration

Q: Why is Albato the best alternative to Zapier for integrating Clay and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and Salesforce, Albato is the way to go!

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How Albato works

With Albato, you can easily integrate Salesforce with Clay using an intuitive no-code builder. Whether you want to sync Salesforce with Clay or connect Salesforce to Clay, our platform makes it simple.

How to Connect Clay to Salesforce

Create powerful Clay integration with Salesforce in just a few simple steps.

STEP 1

Connect Clay to Salesforce

To connect Salesforce to Clay, log in to Albato, select both apps, and follow the easy setup prompts. Integrate Clay with Salesforce with just a few clicks!

Clay

Select a Trigger

STEP 2

Create workflow for Salesforce and Clay integration

Decide what happens when you sync Clay with Salesforce—set up triggers in one app to automatically initiate actions in the other.

Trigger

Action

STEP 3

Sync Clay with Salesforce data

Select which data to transfer when you integrate Salesforce with Clay—customize how your apps exchange information.

Synс data

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Triggers and actions for Salesforce and Clay integration

In Clay and Salesforce integration triggers start workflows when something happens, while actions make changes in response.

Triggers 10

Get Data from Clay

Triggers

Try Clay integrations!

Delete record

Triggers

Try Salesforce integrations!

Update record

Triggers

Try Salesforce integrations!

Actions 24

Send a Webhook to Clay

Actions

Try Clay integrations!

Create a record

Actions

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Delete a record by ID

Actions

Try Salesforce integrations!

Make your integration smarter with AI

Enhance your Salesforce and Clay integration using AI. Extract, condense, and transform your data with top AI models such as OpenAI, Claude AI, Jasper AI and more.

Connect Clay to Salesforce to link essential parts of your business

When you connect Clay to Salesforce, you can automate processes for any business size or industry. Here's how different companies integrate Clay with Salesforce using Albato.

New lead submits form

Create New Contact

Check сompany size

Send a welcome message

Never miss a lead or deal again!

Automate your entire lead journey from the first contact to the closed deal. While competitors lose prospects in routine tasks, your team will stay ahead by handling every lead—even during peak times.

Salesforce integration with Clay

Clay

Enhance your contact management and data workflow with Clay integration via Albato, connecting you to over 800 popular applications. Clay is a relationship management platform that helps businesses organize contacts, track interactions, and build meaningful connections. With Albato, you can automate the process of Get Data from Clay and send data to Clay using Send a Webhook to Clay. Integrate Clay with your CRM, email tools, and project management platforms to streamline your business relationships and improve team collaboration. Simplify your contact management and strengthen your networking with Clay integration via Albato.

Salesforce

Leverage Albato to integrate Salesforce with over 800+ popular applications, unlocking a world of automation and connectivity. Salesforce, a leader in customer relationship management, seamlessly integrates with tools like ActiveCampaign, Acuity Scheduling, Xero, WooCommerce, Google Calendar, Zoom, Stripe, Typeform, Google Drive, QuickBooks Online, Google Sheets, Shopify, Zendesk, WordPress, Sendinblue, Webflow, Webhook, Slack, and Squarespace through Albato's robust API. This integration facilitates actions such as submitting records for approval, creating leads, accounts, opportunities, and contacts, as well as searching and updating records. With triggers for new leads, contacts, opportunities, accounts, and updates, Salesforce integration via Albato enhances your sales and marketing automation, ensuring your business stays connected and operates efficiently.

Learn how to connect Salesforce to Clay

5 min. read

How to Connect Clay to Albato

By connecting Clay and Albato, you can easily automate outreach workflows and optimize your team's performance. Follow the steps below to link Clay to Albato and set up your automation.

Frequently asked questions about Clay and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Clay and Salesforce?

Albato is the best alternative to Zapier because it’s about 30% cheaper, making it perfect for small businesses, startups, and entrepreneurs who want to save money on automation tools. Unlike other automation platforms, Albato has preserved its original no-code approach, so you don’t need any technical skills to set up automations between Clay and Salesforce. It’s super easy to use, and you can create powerful workflows without the hassle.

What really sets Albato apart is its excellent customer support — you get real people helping you, no matter which plan you’re on. So if you're looking for a more affordable, user-friendly solution for integrating Clay and Salesforce, Albato is the way to go!

Does Clay integrate with Salesforce on the free plan?

Yes, you can integrate Clay with Salesforce using Albato's free plan. Upon registration, you receive a 7-day trial with full access to all features, allowing you to set up and test your Salesforce and Clay integration without limitations. After the trial, the free plan provides 100 transactions and up to 5 active automations, enabling you to maintain your Clay Salesforce integration at no cost.

How to connect Salesforce to Clay for scheduled syncs?

To sync Salesforce with Clay on a scheduled basis, Albato offers flexible scheduling options for your integrations. Whether you need data synchronization or workflow triggers at specific times, days of the week, or custom intervals, you can achieve this easily using API triggers. Simply configure the “Set Schedule” option to define the desired frequency—hourly, on specific weekdays, on selected days of the month, or through a fully customized schedule. Additionally, Albato provides the Scheduled Trigger, which allows you to activate your scenario according to your personalized timetable. This makes Clay integration with Salesforce seamless and tailored to your specific needs.

Does Clay integrate with Salesforce in real time?

Yes, Clay integrates with Salesforce in real time using Albato's flexible trigger system. This system supports two types of triggers: Webhook Triggers and API Triggers.
Webhook Triggers: These triggers activate your Clay integration with Salesforce instantly when a specified event occurs in the source application. They enable immediate data transfer and real-time synchronization between your applications.
API Triggers: These triggers poll your system for new events at regular intervals—every 15 minutes, 10 minutes, or as frequently as every minute, depending on your subscription plan. While not instantaneous, they provide near real-time Clay and Salesforce integration.
You can identify the type of trigger by specific icons during the automation setup process in Albato. This allows you to choose the most suitable method for your Salesforce integration with Clay, ensuring your workflows operate according to your requirements.

How to connect Clay to Salesforce?

Setting up an integration between Clay and Salesforce on Albato is simple and requires no technical skills. Just follow these steps:

Log in to your Albato account. If you don’t have one yet, sign up — it's quick and easy.
Go to the Integrations section and select Clay and Salesforce from the list of available apps.
Choose triggers and actions. You’ll need to define an event in Clay (the trigger) that will cause an action in Salesforce, such as sending data or creating an entry.
Map the fields. Use Albato’s data mapping tool to match specific fields between Clay and Salesforce, ensuring accurate data transfer.

Once the integration is live, data will flow seamlessly between Clay and Salesforce, automating your workflows and saving you time.

How to connect Clay to Salesforce to sync historical data?

To sync Clay with Salesforce and transfer historical data, Albato provides a dedicated Migration Mode. This feature allows you to retrieve and send data from past periods, unlike real-time synchronization, which triggers automation only for new events occurring after setup.
With Migration Mode, you can configure the transfer of data from any desired timeframe—whether for all historical records or through periodic migrations. To check if Migration Mode is available for your Salesforce integration with Clay, log in to your Albato account, select the trigger event for your app, and look for the Migration Mode icon. If it's not visible or you need further clarification, feel free to contact our customer support team for assistance.

How to connect Salesforce to Clay for two-way synchronization?

To integrate Salesforce with Clay for two-way synchronization, Albato uses a system of triggers and actions. You can link Clay to Salesforce by setting up two separate automations. The first automation sent data from Clay to Salesforce. For instance, when a record is created or updated in Clay, the automation ensures the changes are reflected in Salesforce. The second automation works in reverse, updating Clay when changes occur in Salesforce.
To avoid infinite loops or duplicate updates, apply filters—such as updating only when specific data changes—and use unique record identifiers. This approach ensures seamless Salesforce Clay integration and keeps your data consistent across both platforms.

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Clay and Salesforce integration

Trusted by over 200,000+ users

How Albato works

How to Connect Clay to Salesforce

Connect Clay to Salesforce

Create workflow for Salesforce and Clay integration

Sync Clay with Salesforce data

Integrate Clay with Salesforce now!

Triggers and actions for Salesforce and Clay integration

Get Data from Clay

Delete record

Update record

Send a Webhook to Clay

Create a record

Delete a record by ID

Make your integration smarter with AI

Integrate Salesforce with Clay to harness the power of automation!

Connect Clay to Salesforce to link essential parts of your business

Never miss a lead or deal again!

Salesforce integration with Clay

Clay

Salesforce

Learn how to connect Salesforce to Clay

How to Connect Clay to Albato

Frequently asked questions about Clay and Salesforce Integration

Why is Albato the best alternative to Zapier for integrating Clay and Salesforce?

Does Clay integrate with Salesforce on the free plan?

How to connect Salesforce to Clay for scheduled syncs?

Does Clay integrate with Salesforce in real time?

How to connect Clay to Salesforce?

How to connect Clay to Salesforce to sync historical data?

How to connect Salesforce to Clay for two-way synchronization?

Build your automation for free!