Connect and Integrate Clay with Salesforce

Just choose your app, click to connect, add conditions, and see the magic happen. No coding needed.

Use cases

What you can build with Clay + Salesforce

Every workflow runs automatically in the background — no manual effort after setup.

When Record Created In Custom Module in Salesforce, Create Table Record in Clay

This trigger fires when a new record is created in Salesforce under the selected module

When Record Updated In Custom Module in Salesforce, Create Table Record in Clay

This trigger fires when a custom record is updated in Salesforce under the selected module

When New Opportunity Line Item in Salesforce, Create Table Record in Clay

This trigger fires when a new OpportunityLineItem is created in Salesforce.

When Updated Opportunity Line Item in Salesforce, Create Table Record in Clay

This trigger fires when an OpportunityLineItem is updated in Salesforce.

When New Opportunity Contact Role in Salesforce, Create Table Record in Clay

This trigger fires when a contact is associated with an opportunity in Salesforce.

When Updated Opportunity Contact Role in Salesforce, Create Table Record in Clay

This trigger fires when an Opportunity Contact Role is updated in Salesforce.

When New Account in Salesforce, Create Table Record in Clay

This trigger fires when a new account is created in Salesforce.

When Updated Account in Salesforce, Create Table Record in Clay

This trigger fires when an account is updated in Salesforce.

When New Contact in Salesforce, Create Table Record in Clay

This trigger fires when a new contact is created in Salesforce.

Automate Salesforce + Clay in minutes

Select a trigger and action below to set up your automation.

How It Works

Get connected in minutes

Sign up for Konnectify

Create a free Konnectify account at konnectify.co — no credit card required.

Connect your Clay account

Authorize Konnectify to access Clay securely using OAuth. Your credentials are never stored.

Connect your Salesforce account

In the same way, authorize Konnectify to access Salesforce so it can send data on your behalf.

Choose a trigger and activate

Select the Clay event that should start the workflow, map the fields to Salesforce, and turn on the automation.

Clay

Trigger

Salesforce

Action

Clay

Action

Salesforce

Action

Connect Clay + Salesforce to Automate these Workflows

Record Created In Custom Module Create Table Record

This trigger fires when a new record is created in Salesforce under the selected module

Record Updated In Custom Module Create Table Record

This trigger fires when a custom record is updated in Salesforce under the selected module

New Opportunity Line Item Create Table Record

This trigger fires when a new OpportunityLineItem is created in Salesforce.

Updated Opportunity Line Item Create Table Record

This trigger fires when an OpportunityLineItem is updated in Salesforce.

New Opportunity Contact Role Create Table Record

This trigger fires when a contact is associated with an opportunity in Salesforce.

Updated Opportunity Contact Role Create Table Record

This trigger fires when an Opportunity Contact Role is updated in Salesforce.

New Account Create Table Record

This trigger fires when a new account is created in Salesforce.

Updated Account Create Table Record

This trigger fires when an account is updated in Salesforce.

New Contact Create Table Record

This trigger fires when a new contact is created in Salesforce.

Got Questions?

Find answers to common questions about connecting Clay with Salesforce through Konnectify. Get in touch.

How do I connect Clay with Salesforce?

You can connect Clay with Salesforce using Konnectify in minutes — no coding required. Sign up, pick a trigger from Clay, choose an action in Salesforce, and activate your workflow.

What can I automate between Clay and Salesforce?

Konnectify lets you automate repetitive tasks between Clay and Salesforce such as syncing data, sending notifications, creating records, and more — all triggered automatically in real time.

Do I need technical skills to integrate Clay with Salesforce?

No. Konnectify is a no-code platform. You can build and run Clay + Salesforce integrations through a visual interface without writing any code.

Is the Clay and Salesforce integration free?

Yes, Konnectify offers a free plan that lets you start automating between Clay and Salesforce right away. Paid plans unlock higher task volumes and advanced features.

How long does it take to set up the Clay + Salesforce integration?

Most users are up and running in under 5 minutes. Simply select your trigger event in Clay, map the fields to Salesforce, and turn on the workflow.

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