Meeting Title: Salesforce and Clay Integration Discussion Date: 2025-08-13 Meeting participants: Giselle Agot, Mustafa Raja
WEBVTT
1 00:03:38.340 ⇒ 00:03:39.590 Mustafa Raja: Hey, how about you?
2 00:03:39.770 ⇒ 00:03:43.170 Giselle Agot: I’m doing great, thank you so much, I’m so sorry, this is so….
3 00:03:43.170 ⇒ 00:03:44.490 Mustafa Raja: No, it’s okay, it’s okay, it’s okay.
4 00:03:44.490 ⇒ 00:03:50.090 Giselle Agot: Yeah, I just need to get understanding about the meeting we had earlier, so… Yeah.
5 00:03:50.720 ⇒ 00:04:04.879 Giselle Agot: I was a bit confused because the discussion that Atam raised in the client meeting call was with Salesforce, so I was in the impression that we are supposed to be discussing about the job.
6 00:04:05.370 ⇒ 00:04:10.440 Giselle Agot: the… The job search… it’s somewhat related, right?
7 00:04:10.970 ⇒ 00:04:18.929 Mustafa Raja: Yeah, so the data that is coming into Clay. The Clay is the tool that we are using, to enrich the companies.
8 00:04:19.250 ⇒ 00:04:28.800 Mustafa Raja: data into the clay tool is coming from Salesforce. They’re using, Salesforce as their CRM.
9 00:04:30.080 ⇒ 00:04:32.090 Mustafa Raja: So it’s going to be a source of truth for them.
10 00:04:32.380 ⇒ 00:04:33.909 Giselle Agot: So, Clay is a CRM, right?
11 00:04:33.910 ⇒ 00:04:37.769 Mustafa Raja: No, no, no. Clay is enrichment tool, and CRM is the Salesforce.
12 00:04:38.970 ⇒ 00:04:42.069 Giselle Agot: Okay, Salesforce is the CRM, okay, got it.
13 00:04:43.480 ⇒ 00:04:47.110 Giselle Agot: And how is it related to the job?
14 00:04:47.890 ⇒ 00:04:48.530 Giselle Agot: Taso.
15 00:04:48.530 ⇒ 00:04:58.990 Mustafa Raja: Yeah, we did… we did talk about the job task that we, we are now, more accurate on getting the jobs for the right companies.
16 00:04:59.870 ⇒ 00:05:06.090 Mustafa Raja: It does not directly relate to, Salesforce, …
17 00:05:08.220 ⇒ 00:05:16.479 Mustafa Raja: the job thing is, totally based on, Clay. Let me know what… what is confusing you about Salesforce.
18 00:05:17.280 ⇒ 00:05:22.480 Giselle Agot: I’m quite familiar with Salesforce, since that’s the CRM being used.
19 00:05:22.480 ⇒ 00:05:23.149 Mustafa Raja: Yeah, yeah, yeah.
20 00:05:23.150 ⇒ 00:05:26.819 Giselle Agot: Now, the confusion that I have was, I was…
21 00:05:26.930 ⇒ 00:05:33.929 Giselle Agot: I was supposed to be thinking, like, I was in the impression that we’re just going to be talking about the…
22 00:05:34.300 ⇒ 00:05:37.120 Giselle Agot: the task 41, that you will be doing?
23 00:05:37.120 ⇒ 00:05:37.980 Mustafa Raja: Oh, okay, okay.
24 00:05:37.980 ⇒ 00:05:38.430 Giselle Agot: Nothing.
25 00:05:38.430 ⇒ 00:05:39.770 Mustafa Raja: So….
26 00:05:39.770 ⇒ 00:05:40.769 Giselle Agot: It’s very different.
27 00:05:40.770 ⇒ 00:05:47.230 Mustafa Raja: So, we did talk about Salesforce, because, we… we…
28 00:05:47.230 ⇒ 00:06:02.280 Mustafa Raja: what ends up happening is we end up enriching all of the companies, right? And what ends up happening is the data that we enrich, we end up storing it back to the Salesforce accounts.
29 00:06:02.400 ⇒ 00:06:04.059 Mustafa Raja: That we did work with.
30 00:06:04.400 ⇒ 00:06:05.150 Giselle Agot: The data, okay.
31 00:06:05.150 ⇒ 00:06:11.010 Mustafa Raja: Yeah, yeah. So, Salesforce is going to come up, almost in all meetings.
32 00:06:12.910 ⇒ 00:06:13.480 Mustafa Raja: Oh, okay.
33 00:06:13.480 ⇒ 00:06:15.919 Giselle Agot: Because it’s the source of truth.
34 00:06:15.920 ⇒ 00:06:19.170 Mustafa Raja: It’s where we get the input, and it’s where we store the output.
35 00:06:19.740 ⇒ 00:06:31.309 Giselle Agot: Okay, got it. And why is it that Autumn has, like, 3 documents, like, one for Salesforce, one for product analytics, and then.
36 00:06:31.310 ⇒ 00:06:32.899 Mustafa Raja: Let me see, let me see.
37 00:06:33.580 ⇒ 00:06:34.420 Mustafa Raja: Yeah, indeed.
38 00:06:34.420 ⇒ 00:06:36.080 Giselle Agot: seems lucky.
39 00:06:36.080 ⇒ 00:06:38.480 Mustafa Raja: It’s in Slack. Can you send me the link?
40 00:06:39.950 ⇒ 00:06:42.020 Mustafa Raja: Or share some screenshot or something.
41 00:06:42.020 ⇒ 00:06:44.059 Giselle Agot: Yeah, I can share my screen for you.
42 00:06:44.060 ⇒ 00:06:46.449 Mustafa Raja: Oh, yeah, yeah, let’s… let’s… let’s do that.
43 00:06:47.740 ⇒ 00:06:52.530 Giselle Agot: So, this is the Slack message she has. So…
44 00:06:53.200 ⇒ 00:06:57.149 Giselle Agot: He wanted me to prepare a client meeting note, so…
45 00:06:57.180 ⇒ 00:07:14.770 Giselle Agot: this is what he has listed. I was suggesting that we only have one running document for everything, so that we can just have one document in… to look at, especially for this type of calls, but he did not want to, combine the client note… the client meeting note.
46 00:07:14.770 ⇒ 00:07:15.400 Mustafa Raja: Old Smith.
47 00:07:15.400 ⇒ 00:07:20.279 Giselle Agot: our internal. So we have these three. I know Product Analytics is with Henry.
48 00:07:20.280 ⇒ 00:07:23.979 Mustafa Raja: Yeah. The Salesforce Custom Signal is going to be with me.
49 00:07:24.600 ⇒ 00:07:31.100 Giselle Agot: So, what’s the difference about the meeting we had earlier? Why is it separated? The data strategy is going to be separate?
50 00:07:31.100 ⇒ 00:07:35.439 Mustafa Raja: Did we show the Salesforce one? Salesforce Custom Signal one?
51 00:07:35.900 ⇒ 00:07:37.789 Mustafa Raja: To the client. I believe so, right?
52 00:07:37.790 ⇒ 00:07:39.730 Giselle Agot: Salesforce, yes, the Salesforce.
53 00:07:39.730 ⇒ 00:07:40.740 Mustafa Raja: Yeah.
54 00:07:41.300 ⇒ 00:07:48.589 Mustafa Raja: Hmm… we are also going to share it with the client, and Ritha wants to have one for internal only, right?
55 00:07:48.930 ⇒ 00:07:53.359 Giselle Agot: Yeah, we just want for internal, for all these three, we can just dump in our….
56 00:07:53.570 ⇒ 00:07:58.389 Mustafa Raja: So any one of these, is internal one?
57 00:07:58.810 ⇒ 00:08:01.369 Mustafa Raja: Or all of these are shared with the client?
58 00:08:02.340 ⇒ 00:08:08.980 Giselle Agot: this one should be shared with the client. Let’s say for tomorrow, they have a scheduled call with Justin, Henry, and Adam.
59 00:08:08.980 ⇒ 00:08:12.800 Mustafa Raja: And they’re going to work with, yeah, this one, with the product analytics one.
60 00:08:12.800 ⇒ 00:08:20.640 Giselle Agot: So I’ll be adding this in the invitation. So, … so when is the data strategy? Is it the same call that we had earlier?
61 00:08:20.640 ⇒ 00:08:21.699 Mustafa Raja: No, no
62 00:08:21.950 ⇒ 00:08:34.900 Mustafa Raja: data strategy one, I don’t, I don’t know about. I know that we… for me, for my work, I’m going to be… going to be using Salesforce Custom Signal, and for Henry, it’s most probably going to be product analytics.
63 00:08:35.390 ⇒ 00:08:40.369 Mustafa Raja: And data strategy, I’m not sure of. Let me look into it.
64 00:08:40.760 ⇒ 00:08:45.340 Mustafa Raja: If I can… Find something in it.
65 00:08:46.270 ⇒ 00:08:47.750 Mustafa Raja: Give me a moment, please.
66 00:08:47.900 ⇒ 00:08:48.480 Giselle Agot: Okay.
67 00:08:53.090 ⇒ 00:09:04.469 Mustafa Raja: Data strategy… Hmm… Yeah, this isn’t related to my work at all, because I’m not familiar with anything.
68 00:09:04.960 ⇒ 00:09:08.810 Giselle Agot: That’s fine. Okay, …
69 00:09:09.460 ⇒ 00:09:18.059 Giselle Agot: Let me just try to understand. I think… and then, going back to linear, the task that we have here, with the discussion that we had earlier.
70 00:09:18.060 ⇒ 00:09:25.730 Mustafa Raja: Yeah, we are going to run a SpyCon, browser thing. Let me see… Utam did mention in…
71 00:09:26.060 ⇒ 00:09:30.719 Mustafa Raja: … this… Default channel, tagging me.
72 00:09:31.100 ⇒ 00:09:32.409 Mustafa Raja: What we need to do.
73 00:09:33.290 ⇒ 00:09:41.330 Mustafa Raja: Yeah, a spike on form filling. So what it’s going to be is a spike on, browser, …
74 00:09:41.590 ⇒ 00:09:46.580 Mustafa Raja: browser automation AI agent, some sort of that, that sort of thing.
75 00:09:46.780 ⇒ 00:09:49.539 Mustafa Raja: So you can create a ticket based on that?
76 00:09:50.880 ⇒ 00:09:52.890 Giselle Agot: this is urgent, right? Like, he….
77 00:09:52.890 ⇒ 00:09:54.740 Mustafa Raja: Here’s going to be our priority.
78 00:09:55.170 ⇒ 00:10:05.379 Giselle Agot: Okay, got it. And then the rest of the tickets here, this will just remain, like, it’s still for this one, internal review, and then the combos that you mentioned.
79 00:10:05.380 ⇒ 00:10:08.740 Mustafa Raja: Yeah, so, one thing for the combos, can you pull up the sheet?
80 00:10:09.040 ⇒ 00:10:10.589 Mustafa Raja: That I shared with you.
81 00:10:15.940 ⇒ 00:10:16.550 Mustafa Raja: Yep.
82 00:10:17.640 ⇒ 00:10:22.580 Mustafa Raja: Putnam wants priority, combinations, signal combinations, V2, please.
83 00:10:25.160 ⇒ 00:10:30.650 Mustafa Raja: So, Utham wants, priorities with these. So, …
84 00:10:34.300 ⇒ 00:10:38.360 Mustafa Raja: So, you can see that, if you go back, go back to the… what’s it called?
85 00:10:39.420 ⇒ 00:10:46.600 Mustafa Raja: linear. You can see that combo tickets do not have any sort of priority assigned to them, right?
86 00:10:46.600 ⇒ 00:10:47.450 Giselle Agot: Yes.
87 00:10:47.450 ⇒ 00:10:53.679 Mustafa Raja: Yeah, so based on this sheet, the ones that are on the top are highest priority.
88 00:10:53.680 ⇒ 00:10:54.030 Giselle Agot: ….
89 00:10:54.030 ⇒ 00:10:58.679 Mustafa Raja: As we go below, it’s going to be medium, and then it’s going to be low.
90 00:10:59.090 ⇒ 00:11:03.140 Mustafa Raja: So, he wants these prioritized based on the sheet.
91 00:11:04.180 ⇒ 00:11:08.350 Giselle Agot: … the first one that says fragmentation, I don’t….
92 00:11:08.760 ⇒ 00:11:09.280 Mustafa Raja: ….
93 00:11:09.280 ⇒ 00:11:09.770 Giselle Agot: progress.
94 00:11:09.770 ⇒ 00:11:12.000 Mustafa Raja: It’s an internal review.
95 00:11:12.530 ⇒ 00:11:14.679 Giselle Agot: Okay, I get it. Oh, it’s….
96 00:11:14.680 ⇒ 00:11:22.859 Mustafa Raja: Two of them… two of them are in internal review, the first two. Okay. And fourth one is in in progress, third one is
97 00:11:23.050 ⇒ 00:11:27.070 Mustafa Raja: In cycle, and the rest of them are also in cycle.
98 00:11:27.360 ⇒ 00:11:34.749 Giselle Agot: Okay, so this is the next priority, right? So first is the, the one that’s on the Slack channel that.
99 00:11:34.750 ⇒ 00:11:40.940 Mustafa Raja: This is going to be the one that Utta mentioned is going to be… Very important.
100 00:11:41.480 ⇒ 00:11:43.780 Giselle Agot: This spike on the farm field? Yeah, the spike.
101 00:11:44.020 ⇒ 00:11:45.130 Giselle Agot: Okay, I got you.
102 00:11:45.130 ⇒ 00:11:48.529 Mustafa Raja: Shannon’t work on anything before, doing this.
103 00:11:49.430 ⇒ 00:11:49.860 Giselle Agot: Okay.
104 00:11:49.860 ⇒ 00:11:55.429 Mustafa Raja: Because client also wanted to see some progress, on our forms.
105 00:11:55.820 ⇒ 00:11:57.740 Giselle Agot: Okay, got it, okay.
106 00:11:57.740 ⇒ 00:11:58.310 Mustafa Raja: Yeah.
107 00:11:58.690 ⇒ 00:12:02.379 Giselle Agot: Alright, thank you. Thank you so much, Mustafa, you’re really a big help to me.
108 00:12:02.630 ⇒ 00:12:04.489 Mustafa Raja: Let me know if I… let me know.
109 00:12:04.490 ⇒ 00:12:05.939 Giselle Agot: I owe you a lot.
110 00:12:05.940 ⇒ 00:12:09.660 Mustafa Raja: Let me know if I can help you in any direction.
111 00:12:10.030 ⇒ 00:12:11.460 Giselle Agot: Thanks.
112 00:12:11.460 ⇒ 00:12:12.270 Mustafa Raja: Yeah, I’ll be….
113 00:12:12.270 ⇒ 00:12:16.859 Giselle Agot: I saw in your calendar that you’re gonna be busy, but I did not, like, really expect that.
114 00:12:16.860 ⇒ 00:12:25.219 Mustafa Raja: No, I’ll be available till, 6, till… 6 more hours. 6 more hours, I’ll be available if you have any questions.
115 00:12:25.440 ⇒ 00:12:25.950 Giselle Agot: Okay.
116 00:12:25.950 ⇒ 00:12:27.039 Mustafa Raja: And then I’ll be off.
117 00:12:27.270 ⇒ 00:12:28.110 Giselle Agot: Thank you.
118 00:12:28.110 ⇒ 00:12:29.969 Mustafa Raja: Tomorrow, I won’t be on. Yeah.
119 00:12:30.240 ⇒ 00:12:32.899 Mustafa Raja: Have a good day. Thank you, you too. Bye-bye. Bye.