Turn qualified Clay prospects into Salesforce leads
When a prospect is ready for sales, get their Clay research into Salesforce without another copy-and-paste round.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create lead
Creates a new lead in salesforce with the specified information.
Why this helps
Promising prospects sit in Clay while someone has to remember to create and contextualize each Salesforce lead.
- Reduce manual CRM entry for qualified prospects.
- Keep the available Clay research close to the lead record.
- Make the handoff easier to pick up later.
Setup
Build it in a few focused steps.
- 1Connect Clay and Salesforce once in Notis.
- 2Create an automation in the portal or from any channel.
- 3Tell Notis to create a Salesforce lead from each qualified prospect and include the available Clay context.
- 4Choose a webhook trigger, then choose where run reports should go.
- 5Test with one real prospect and review the Salesforce lead.
Questions about this workflow
Does Clay provide a trigger event for this workflow?
No Clay trigger event is listed here. Start it with a Notis webhook that receives an HTTP request.
Will Notis map Clay columns into Salesforce fields?
No. Describe the desired outcome in plain language. Salesforce requirements such as lead last name and company still apply.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Clay to Salesforce. A trigger fires from one place; an action lands in another.
Clay triggers
Salesforce actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Salesforce Account
Deprecated: creates a new salesforce account using a json post request, requiring 'name'; specific fields (e.g., custom, dunsnumber) may have org-level prerequisites.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add contact to campaign
Adds a contact to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add lead to campaign
Adds a lead to a campaign by creating a campaignmember record, allowing you to track campaign engagement.
Add product to opportunity
Adds a product (line item) to an opportunity. the product must exist in a pricebook entry that's associated with the opportunity's pricebook.
Apply lead assignment rules
Applies configured lead assignment rules to a specific lead, automatically routing it to the appropriate owner based on your organization's rules.
Associate contact to account
Associates a contact with an account by updating the contact's accountid field.
Clone opportunity with products
Clones an opportunity and optionally its products (line items). creates a new opportunity with the same field values and products as the original.
Clone record
Creates a copy of an existing salesforce record by reading its data, removing system fields, and creating a new record. optionally apply field updates to the clone.
Connect any two apps with Notis in the middle.
Clay and Salesforce, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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