Integrations Clay + Salesforce
Clay → Salesforce
Clay Salesforce Integration
Connect Clay's sequencer to Salesforce in minutes—without custom building, Zapier, Make, or n8n. Learn how to integrate Clay and Salesforce, and how OutboundSync gives revenue teams full control.
Integrated campaigns close more deals
Track revenue
Attribute revenue based on your deals. Use lists and reports to understand where outbound is working (or not).
Sync activities
Log your outbound email activity, including sent, replies, opens, clicks, unsubscribes, bounces, and reply categories.
Go omnichannel
Use automation to tap multiple channels, like phones. Use the best tool for each job and grow your pipeline.
Block sending
Use HubSpot lists or Salesforce reports as block lists so you never email the wrong people.
Your integration options
Can I use an existing tool?
Clay has native CRM integrations, but they come with limitations—for example block list syncing is not supported in Clay's Sequencer. OutboundSync fills those gaps with deep activity-based syncing and full control from your CRM.
Where OutboundSync excels
OutboundSync excels in syncing and relating near-real-time event data.
- Sent outbound emails for attribution
- Replies to your campaigns for sales rep visibility
- Activity metadata like campaign details
- Lead status/disposition updates
And we're here to help. Our customer success team has helped hundreds of companies sync tens of millions of records.
Millions of activities synced every month
EliseAI
Yotpo
Ona
HG Insights
Finout
Hologram Get started in minutes
- Connect Salesforce: Create a Connected App in your Salesforce account.
- Connect Clay: Add your API key and create/configure your webhook receiver.
- Create a webhook: Configure the data you want to send from your sequencer to Salesforce.
- Add your block lists: Build a report in Salesforce and configure it as a block list.
- Go live: Start sending your outbound campaigns and using your data in Salesforce.
Salesforce plans and editions
OutboundSync works with all major Salesforce editions. A detailed breakdown of features by plan and edition is coming soon.
Need clarification?
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What data does OutboundSync write to Salesforce?
Email sends, replies, opens, link clicks, bounces, and lead status updates from Clay. Each event is logged to the contact or lead record's activity timeline, with optional custom properties and company association. -
Which Salesforce objects can it update?
OutboundSync can create/update Leads or Accounts/Contacts. Events are stored as Tasks or EmailMessage records—your choice in the set-up wizard. No Opportunity fields are touched unless you build a Salesforce workflow. -
Do I need admin access to set it up?
Yes, a Salesforce admin authorizes OAuth and (optionally) adds custom fields. Continued access is required for the app to continue to work. -
How is this Clay Salesforce integration priced?
Tiers scale with total outbound messages per month. Full details are on the Pricing page. -
Which Clay tier/plan do I need?
OutboundSync is compatible with every Clay plan (Free, Starter, Explorer, Pro, and Enterprise) because it integrates with Clay's Sequences product.
Get a demo and see for yourself
Pick a time that works for you.