Clay ↔ CRM Sync

    Clay data where your reps actually work.

    Skydog wires Clay into Salesforce and HubSpot as a real system — two-way, deduped, governed by write rules your ops team sets. No exports, no overwrites, no second source of truth.

    01 — Why sync breaks

    Clay is only as valuable as the record it updates.

    Most teams get enrichment right and integration wrong. The tables are excellent. The path into the CRM is a manual export and a prayer.

    Clay lives on an island.

    Beautiful tables, sharp enrichment, zero impact — because nothing ever lands in the system your reps actually work in.

    Exports and CSV theater.

    Someone on ops runs a export every Friday, dedupes by hand, and hopes nothing overwrites. That's not a system. That's a chore.

    Two sources of truth.

    Clay says one thing, Salesforce says another, and no one can tell you which record is right. Trust erodes fast.

    02 — What we build

    A sync your ops team can defend.

    Every rule written down, every write logged, every conflict resolved on purpose.

    True two-way sync

    Clay enriches, your CRM records update. CRM changes flow back so Clay always works from live pipeline reality — not a stale snapshot.

    Field-level write rules

    We decide, field by field, who wins: never overwrite rep-entered data, always refresh firmographics, fill blanks only. No surprises.

    Dedupe and matching logic

    Domain, fuzzy name, and CRM ID matching so enriched records merge into the account that already exists instead of creating a twin.

    Triggered plays, not batches

    New lead, job change, funding event, closed-lost revival — enrichment fires on the trigger and routes straight into a sequence or task.

    03 — How we get there

    Live in weeks, not quarters.

    01

    Map the record model

    We inventory the objects, fields, and owners on both sides — then agree on what Clay is allowed to touch before a single row moves.

    02

    Build the waterfall

    Segment-specific enrichment waterfalls with provider fallbacks and AI research agents for the signal that isn't in a database.

    03

    Wire the sync

    Native Clay integrations, HTTP API, or a middleware layer where it earns its place — with write rules, dedupe, and error handling built in.

    04

    Monitor and tune

    Credit burn, match rates, write failures, and coverage by segment — reported so you know the system is working without checking it.

    Let's get Clay into your CRM properly.

    Show us your tables and your object model. We'll tell you exactly how the sync should be built.

    Book a Clay sync review