is it possible to do this without salesforce integration
i want to build a clay table that can write personalized emails using external research but also include any notes on the prospect in Salesforce made from Cold calls in Orum or any discovery calls tha
2 Answers
[user] try using Zapier or Make webhooks to catch data from Clay and pipe those into Salesforce (lower barrier to entry on pricing). My understanding is you need the data in SF to load it to Orum. Clay's Salesforce hookup is awesome but expensive to get access to ([user] feature feedback: what if Clay sold Salesforce connector as a separate add-on? ) so you can easily use clay for the awesome AI research steps and then bring it to Salesforce via another tool for $50-100 more per month ish
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