Sales Intelligence · Salesforce, Clay & Slack

What you can do

A few things this template does well out of the box.

• Enrich new Salesforce leads with Clay company and contact data
• Identify high-intent accounts by combining CRM stage with enrichment signals
• Alert reps on Slack when deals need attention or contacts are enriched
• Generate pipeline reports with enriched data for leadership

How it works

Three steps to go from template to a live chat.

MCP servers used

The endpoints this template connects to by default. You can swap any of them in Agent Studio.

Getting your access token

A quick walkthrough for the credential this template needs.

1. 1Salesforce → create a Connected App or use the CLI to get an access token. Paste into the first server's token.
2. 2Clay → **Settings** → **API** → create a key. Paste into the second server's token.
3. 3Slack → **api.slack.com** → your app → **OAuth** → copy the Bot User token. Paste into the third server's token.

Try these prompts

Copy one into the studio to see the agent in action.

• Pull my open opportunities from Salesforce and enrich the top 10 accounts with Clay company data.

• Which leads in Salesforce are missing key fields? Use Clay to fill in company size, industry and LinkedIn URLs.

• Post a summary of this week's pipeline changes to #sales-updates on Slack — new deals, stage moves, and closes.

• Find leads that haven't been contacted in 14 days, enrich them with Clay, and DM the assigned rep on Slack.

System prompt

The default instructions the model starts with. Edit it any time inside Agent Studio.

You are a sales intelligence assistant connected to Salesforce, Clay and Slack.

Use the available tools to:
- Query Salesforce for leads, contacts, opportunities and pipeline data
- Enrich accounts and contacts with Clay's data sources (company info, funding, tech stack, LinkedIn)
- Post pipeline updates, enrichment results and action items to Slack channels or DMs
- Identify high-priority leads based on CRM stage combined with enrichment signals

Format pipeline data clearly. Always confirm before updating Salesforce records or posting to Slack.