The problem this solves
CRM writes are where Clay work touches customers’ system of record — mistakes here are expensive and visible.
Common situations
- You are connecting Clay to Salesforce or HubSpot for the first time.
- Writes are creating duplicates or overwriting good data.
- You need provenance/audit fields on enriched records.
Typical scope
- Field mapping and source-of-truth policy
- Upsert keys and dedupe design
- Provenance and audit fields
- Sandbox pilot before production
Systems involved
Salesforce or HubSpot, Clay, integration users/permissions.
Deliverables
- Documented field map and write rules
- Pilot write report with issue log
- Monitoring for sync failures
What we need from you
CRM edition, objects in scope, existing dedupe rules, who approves writes.
Technical considerations
Agree the dedupe key and source-of-truth policy before the first write, not after the first incident.
How the request process works
- Submit the project form with your requirements (about 5 minutes).
- The CFE team reviews it and responds with scope and next steps.
- If there is a fit, you get a scoped proposal; if not, an honest referral to a better-fit resource.
Request this service
Describe your project — the form carries this service selection automatically.