Lead-to-account matching for Salesforce

Connect Salesforce leads with their corresponding Salesforce accounts.

Overview

Clay offers powerful lead-to-account matching capabilities that help you efficiently connect Salesforce leads with their corresponding Salesforce accounts. Here's everything you need to know about implementing this in your workflow.

Three methods for Salesforce lead matching

Clay provides three distinct approaches for Salesforce lead-to-account matching, ranging from simple to advanced:

Plain lookup record: Best for scenarios with unique identifiers like LinkedIn profiles or Salesforce account IDs. This is the simplest and most straightforward method for Salesforce integration.
Lookup record + Clay formulas: More flexible approach that allows you to pull multiple Salesforce records and implement custom selection logic to choose the best match.
Lookup records via SOQL: The most sophisticated method, offering precise matching capabilities and advanced acceptance criteria for complex Salesforce use cases.

For more information on SFDC actions in Clay, consult our CRM Enrichment course.

Additional Salesforce features

Lead-to-contact conversion: Leverage Convert lead action for seamless Salesforce lead management.
Assignment rules: Utilize round robin and weighted round robin actions for automated Salesforce lead assignment.

Explore other docs

Export

Getting started with Sequencer

Sequencer runs cold email campaigns at scale from your Audiences data, handling sending infrastructure, copy, and deliverability in one place.

Export

Connect your own email accounts

Connect email accounts you already own — Google Workspace, Microsoft 365, or any mailbox that supports SMTP — and use them as sending accounts for your campaigns.

Export

Email warmup

What email warmup does, how it differs on purchased and self-connected accounts, and why you'll see unfamiliar emails while it runs.

Export

Get leads ready to sequence

Everything a lead needs before a campaign can enroll it — a People segment in Audiences, an email address, and the enrichment your sequence draws on.

Export

Build your sequence

Write, personalize, and pressure-test the emails your campaign sends — before a single one goes out.

Export

A/B test your sequence copy

Run two versions of your campaign copy against each other, then send the rest of your leads to whichever one performs better.

Export

Launch and manage a campaign

Set a campaign's schedule and credit budget, launch it, and manage sending as leads move through the sequence.

Other popular resources

Experts

Find a Clay Expert

Explore our network of Clay experts and agencies.

Community

Join our slack community

Find help in our slack community, and support channels.

Cohorts

Join a cohort, learn Clay fast!

The faster way to master Clay. Sign in if you're enrolled in a cohort (current or past) or apply!

Talents

Hire GTME Talent

Find and connect with GTM talent who've demonstrated expertise in building advanced workflows