Clay connects with the tools you already use to manage leads, marketing, and property data. These integrations make sure your sales teams always have the right information in the right system.
What Clay Integrates With:
- CRMs: Salesforce, HubSpot, Funnel
- Marketing Automation: Hy.ly
- Property Management Systems (PMS): Yardi (via data sync), other enterprise PMS on request
What Integrations Do:
- Pull Data In: Leads, contacts, or project details can be synced into Clay.
- Push Data Out: Clay sends engagement insights (e.g., top floorplans viewed, tours completed) back into your CRM.
- Keep Teams Aligned: Sales agents see what prospects care about most without leaving their CRM.
How Setup Works:
- Integrations are configured during onboarding or through your dedicated CSM.
- Clay provides step-by-step guidance and handles the technical connection.
- No customer IT development required — just access approvals.
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