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Create seamless revenue workflows and improve your selling process with the industry’s most expansive network of 180+ partners across technology integrations and services.
Clay
Help your GTM ops team implement any growth idea. Source any data with 100+ enrichment tools & our AI research agent. Then, automate workflows to your CRM, email sender, data warehouse, or more.
Description
Clay and Salesloft combine the power of actionable data and sales engagement to supercharge your workflows. With Clay, your GTM ops team can source any data from over 100 enrichment tools or use Clay's AI research agent for advanced data retrieval. This data can then be directly used to power Salesloft actions like adding new records, updating existing ones, or enriching workflows.
Whether you're connecting data to your CRM, email sender, or data warehouse, the Clay-Salesloft partnership streamlines processes, reduces manual effort, and helps sales teams focus on what matters most—closing deals and building relationships.
Key benefits
- Accelerated Workflows: Save time by automating the creation, updating, and enrichment of accounts and contacts directly in Salesloft from Clay.
- Enhanced Data Accuracy: Ensure your Salesloft records are always up-to-date with Clay’s real-time data syncing and enrichment capabilities.
- Personalized Outreach at Scale: Add enriched contacts directly into Salesloft cadences, enabling hyper-personalized, scalable engagement strategies.
- Increased Efficiency: Spend less time on data entry and maintenance, and more time on engaging prospects and driving sales.
How It Works
Connect Your Salesloft Account:
Begin by linking your Salesloft account to Clay. Simply click ‘Add Enrichment’ in your Clay table, select a Salesloft action, and follow the prompts to connect your Salesloft account if it’s not already linked.
Begin by linking your Salesloft account to Clay. Simply click ‘Add Enrichment’ in your Clay table, select a Salesloft action, and follow the prompts to connect your Salesloft account if it’s not already linked.
Select a Salesloft Action:
Choose from a variety of Salesloft actions, including:
Choose from a variety of Salesloft actions, including:
- Create Account: Add new company records to Salesloft.
- Create Person: Add new contact records.
- Lookup Account: Retrieve and verify account information.
- Lookup Person: Access up-to-date contact details.
- Upsert Account: Update or add company records automatically.
- Upsert Person: Keep contact information accurate and complete.
- Add Person to Cadence: Enroll contacts into Salesloft cadences directly from Clay to ensure timely and personalized outreach.
Set Up Your Workflow:
Use Clay’s intuitive interface to map your data and configure your workflow. Whether you’re creating new records or updating existing ones, Clay ensures your Salesloft data stays accurate and actionable.
Use Clay’s intuitive interface to map your data and configure your workflow. Whether you’re creating new records or updating existing ones, Clay ensures your Salesloft data stays accurate and actionable.
Run and Automate:
Execute your workflows with a single click or set them to run automatically. Clay takes care of syncing your data, reducing manual tasks and saving your team valuable time.
Execute your workflows with a single click or set them to run automatically. Clay takes care of syncing your data, reducing manual tasks and saving your team valuable time.
Features
Create Account
This action allows users to seamlessly create an account in Salesloft directly from their Clay tables.
Create Person
This action allows users to seamlessly create a person in Salesloft directly from their Clay tables.
Lookup Person
This action checks if a person exists in your Salesloft account by searching via email or a custom field directly from your Clay tables.
Upsert Person
Upsert a person in your Salesloft account using their email address. If the email address exists, the person's details will be updated; if not, a new person will be created.
Upsert Account
Upserts will update an account if the domain exists, and create an account if it does not.
Add Person to Cadence
Add a person to a cadence in Salesloft directly from your Clay tables.
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Setup
What You Need:
- A Salesloft account
- An Explorer+ Clay account
How To Get Started:
- In your Clay table, click on ‘Add Enrichment’ and select the desired Salesloft action from the integrations list.
- If you haven’t connected a Salesloft account to your Clay account, click ‘Add Account’ and follow the prompts to sign in to your Salesloft account.
- Once connected, you can seamlessly use Salesloft actions directly within your Clay table
