How Clay Integrates With HighLevel, Dynamics, HubSpot, ChatGPT, Outlook, Outreach, Pipedrive, Attio, and Salesforce

How Clay Integrates With HighLevel, Dynamics, HubSpot, ChatGPT, Outlook, Outreach, Pipedrive, Attio, and Salesforce

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Thiago Terzi August 04, 2026

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Platform Does Clay integrate? Connection Method Main Use
HighLevel/GoHighLevel Yes, through a custom connection Clay HTTP API or webhooks Create, update, or receive HighLevel records
Microsoft Dynamics 365 Yes, natively OAuth Import, look up, create, and update CRM objects
HubSpot Yes, natively OAuth Import, look up, create, update, and associate CRM objects
ChatGPT Yes Clay’s ChatGPT connection; OpenAI/GPT inside Clay Prospecting in ChatGPT or AI processing in Clay
Microsoft Outlook Yes, for business email sending Microsoft Outlook OAuth in Clay Sequencer Send sequences and manage replies
Outreach Yes, natively OAuth Manage prospects and place them into sequences
Pipedrive Yes, natively OAuth Look up, create, and update people and organizations
Attio Yes, natively OAuth Import, look up, create, update, and upsert records
Salesforce Yes, natively OAuth or client credentials Import, look up, create, update, upsert, and convert records

Clay integrates directly with most of the CRM, AI, email, and sales-engagement tools covered below. However, the type of connection is not the same in every case:

  • Dynamics 365, HubSpot, Outreach, Pipedrive, Attio, and Salesforce have native Clay integrations.
  • Outlook connects as a business email sender inside Clay’s sequencer.
  • ChatGPT can access Clay directly, while Clay can also run OpenAI models inside a table.
  • HighLevel can connect through APIs or webhooks, but Clay does not currently list a native HighLevel connector in its public integration directory.

Does Clay Integrate With Go High Level?

Yes, Clay can integrate with GoHighLevel, now branded HighLevel, through Clay’s HTTP API or webhooks. However, at the time of this review, 

Clay’s HTTP API can call any supported external endpoint using GET, POST, PUT, or DELETE. HighLevel, in turn, provides scoped Private Integration Tokens for secure server-to-server API access. 

What can the connection do?

  • Create or upsert HighLevel contacts from enriched Clay rows.
  • Update contact fields, tags, opportunities, or other supported HighLevel objects.
  • Pull HighLevel records into Clay through GET requests.
  • Send HighLevel workflow events into a Clay table through a Clay webhook URL.

How to integrate Clay with HighLevel

  1. In the relevant HighLevel sub-account, open SettingsPrivate Integrations and create a new integration.
  2. Grant only the scopes required for the workflow. Copy the generated token and the HighLevel location ID. Do not place the token in a visible table field.
  3. In Clay, open the table and select Add enrichmentHTTP API.
  4. Save the following headers in a Clay HTTP API header account:
    • Authorization: Bearer YOUR_TOKEN
    • Version: 2021-07-28
    • Content-Type: application/json
  5. To create or update a contact without building separate logic, send a POST request to https://services.leadconnectorhq.com/contacts/upsert. Map Clay columns such as first name, last name, email, phone, and location ID into the JSON body. HighLevel’s Upsert Contact endpoint applies the location’s duplicate-contact rules.
  6. Test the request on one row before enabling auto-update or running it across the full table.

Does Clay Integrate With Dynamics?

Yes. Clay has a native Microsoft Dynamics 365 CRM integration. It can import, look up, create, and update Accounts, Contacts, Leads, and Opportunities. Clay’s Dynamics 365 documentation describes both the connection process and supported actions.

Supported Dynamics actions include:

  • Import CRM objects into a new or existing Clay table.
  • Look up an object using one or more filters.
  • Create Accounts, Contacts, Leads, or Opportunities.
  • Update an object by passing its Dynamics object ID.

How to integrate Clay with Microsoft Dynamics 365

  1. In Clay, open SettingsConnections.
  2. Select + Add connectionDynamics 365 CRM.
  3. Enter the domain for the Dynamics environment and sign in to Microsoft.
  4. Name the connection and, if appropriate, make it the workspace default.
  5. Open a Clay table and choose the required Dynamics source or action.
  6. Select the object type, map the Clay columns to Dynamics fields, and test a small number of rows before enabling auto-update.

For an import, Clay can pull a selected Dynamics view and return only the fields the workflow needs. For an update, first use Lookup Object to obtain the correct object ID, then pass that ID into Update Object.

Does Clay Integrate With HubSpot?

Yes. Clay has a native HubSpot integration that can import, find, create, update, and associate HubSpot objects. It can also check sequence enrollment, while the separate HubSpot Sequencer action can enroll eligible contacts into a HubSpot sequence.

Common HubSpot workflows include:

  • Import contacts, companies, deals, or other supported objects into Clay.
  • Enrich a HubSpot contact in Clay and write the new fields back.
  • Look up a record by email, domain, object ID, or another property.
  • Create associations, such as linking a contact to a company or deal.
  • Enroll a contact into a HubSpot sequence through the HubSpot Sequencer integration.

How to integrate Clay with HubSpot

  1. Open a Clay table and click Add enrichment.
  2. Search for HubSpot and select the required source or action.
  3. Under Select HubSpot account, choose an existing connection or click + Add account.
  4. Complete the HubSpot OAuth approval flow.
  5. Select the object type and map the relevant Clay columns to HubSpot properties.
  6. Use Lookup Object before Create Object when duplicate prevention matters.
  7. Run the action on a few rows, inspect the resulting HubSpot records, and only then enable automatic runs.

If the workflow updates existing data, pass the HubSpot object ID returned by a lookup or import. Avoid matching records only by company name when a stable ID, email address, or domain is available.

Does Clay Integrate With ChatGPT?

Yes. There are two distinct ways to connect Clay and ChatGPT:

  • Use Clay inside ChatGPT: Find people, enrich contacts, research accounts, and draft outreach from a ChatGPT conversation.
  • Use OpenAI models inside Clay: Add an AI column to classify, summarize, research, or generate content for every table row.

Users can invoke Clay with @Clay in the ChatGPT browser experience or /Clay in the desktop app, then authenticate their Clay account.

How to use Clay inside ChatGPT

  1. Open ChatGPT.
  2. Type @Clay at the beginning of a browser prompt or /Clay in the desktop app.
  3. Sign in to the required Clay workspace when prompted.
  4. Ask Clay to find or enrich people and companies using a plain-language request.
  5. Filter the interactive results, add data points, draft an email, or select Open in Clay for a fuller workflow.

How to use OpenAI/GPT inside Clay

  1. In a Clay table, select Add columnUse AI.
  2. Describe the task in the Generate tab, or use Configure to select a GPT model and write the prompt manually.
  3. Reference other Clay columns in the prompt and define the required output fields.
  4. Use Clay’s managed AI account or add an OpenAI API key from the account dropdown.
  5. Test several rows before running the model across the complete table.

Clay’s Use AI documentation confirms that a personal API key is optional. If one is used, OpenAI API charges are separate from a ChatGPT subscription; OpenAI documents the separate billing systems.

Does Clay Integrate With Outlook?

Yes, but the native connection is specifically for sending email through Clay’s sequencer. Clay supports Microsoft Outlook OAuth for business Microsoft 365 accounts. It is not presented as a general Outlook contacts or calendar synchronization connector.

With a connected Outlook sender, Clay can:

  • Send scheduled sequence emails from the authorized mailbox.
  • Apply daily sending limits and time-zone-based sending windows.
  • Track campaign events and display incoming replies in Clay.
  • Use sender variables and optional account warmup.

How to integrate Clay with Microsoft Outlook

  1. In Clay, create or open an email campaign under Campaigns.
  2. Open the campaign’s Settings and find Sender setup or Email accounts.
  3. Add an account and select Microsoft Outlook OAuth.
  4. Sign in with the business Microsoft 365 account and approve Clay’s requested permissions.
  5. If Microsoft blocks the connection, ask the Microsoft 365 administrator to authorize the Clay sequencer application for the domain.
  6. Set the daily send limit, sender variables, time zone, sending days, and sending window.
  7. Send a test email before launching the campaign.

Microsoft Outlook business accounts are supported through OAuth. Personal Hotmail accounts are not supported through that OAuth route.

Does Clay Integrate With Outreach?

Yes. Clay has a native Outreach integration that can create, look up, and update prospects; find mailbox IDs; create tasks; and place prospects into active Outreach sequences.

The main Outreach actions are:

  • Create Prospect
  • Lookup Prospect
  • Update Prospect
  • Add to Sequence
  • Lookup Mailbox by Email Address
  • Create Task

How to integrate Clay with Outreach

  1. In a Clay table, select Add enrichment and search for Outreach.
  2. Choose the required action and click + Add account under Select Outreach account.
  3. Complete Outreach authentication and review the requested OAuth scopes.
  4. Use Lookup Prospect by email before creating a new prospect when duplicate prevention matters.
  5. Map the Clay columns into the Outreach prospect fields.
  6. To place the prospect into a sequence, provide the Outreach prospect ID, sequence ID, and mailbox ID.
  7. Confirm that the Outreach sequence is Active; Clay cannot add the prospect successfully to an inactive sequence.
  8. Test the action on a small set of records before automating it.

Does Clay Integrate With Pipedrive?

Yes. Clay has a native Pipedrive integration that uses OAuth and supports people, organizations, and custom fields. Teams can look up, create, and update both people and organizations without leaving a Clay table. 

Clay’s Pipedrive documentation describes two connection routes.

How to integrate Clay with Pipedrive

  1. Connect from an action by opening Add enrichmentPipedrive+ Add account; or open SettingsConnectionsAdd ConnectionPipedrive.
  2. Sign in to Pipedrive and approve the OAuth connection.
  3. In the Clay table, choose one of the following actions:
    • Look up, create, or update a person.
    • Look up, create, or update an organization.
  4. Map name, email, phone, organization, address, and any required custom fields.
  5. When updating a record, use a lookup first and pass the returned Pipedrive person or organization ID.
  6. Test several rows and confirm the results inside Pipedrive before enabling a full-table run.

Use exact-match lookup when the search value should identify only one record. A broad name search can return the wrong person or organization when the CRM contains similar names.

Does Clay Integrate With Attio?

Yes. Clay has a native Attio integration that can import records and list entries, then look up, create, update, or upsert data back into Attio. Clay’s Attio integration guide states that only an Attio workspace admin can authorize the OAuth connection.

Clay can work with:

  • Standard and custom Attio objects.
  • Attio People and Company records.
  • Saved views or JSON filters used to limit an import.
  • Attio Lists and list entries.
  • Create, update, and upsert operations for records and list entries.

How to integrate Clay with Attio

  1. In a Clay workbook, click + Add and search for Attio.
  2. Select the Attio source or action.
  3. Under Select Attio account, choose + Add account and authorize Clay through OAuth as an Attio workspace admin.
  4. For an import, select the Attio object and optionally a saved view, filter, sort order, and limit.
  5. For a write-back, choose Create, Update, or Upsert Record and map the Clay columns to Attio attributes.
  6. Prefer Upsert Record when the workflow should create missing records but update existing matches.
  7. Test a small batch and verify Attio relationships, custom attributes, and list membership before automating the workflow.

Does Clay Integrate With Salesforce?

Yes. Clay has a native Salesforce integration with two authentication options: Salesforce user sign-in through OAuth or client credentials for server-to-server access. It supports record and report imports, standard lookups, SOQL lookups, record creation, updates, upserts, and lead conversion.

Common Salesforce actions include:

  • Import Salesforce records or reports into Clay.
  • Find a record with a standard lookup or SOQL query.
  • Create or update a Lead, Contact, Account, Opportunity, or supported custom object.
  • Upsert a record so the workflow can insert or update as required.
  • Convert a Salesforce Lead into the appropriate downstream records.

How to integrate Clay with Salesforce

  1. In Clay, open SettingsConnectionsAdd connectionSalesforce.
  2. Choose one authentication method:
    • User Sign In: Complete the Salesforce OAuth flow in the browser.
    • Client Credentials: Enter the Salesforce My Domain URL plus the consumer key and consumer secret from an approved external client app.
  3. In a Clay table, select the required Salesforce source or enrichment action.
  4. Start with Lookup Record to identify existing records and obtain Salesforce IDs.
  5. Map the Clay columns to Salesforce fields and add conditional run rules where appropriate.
  6. Keep auto-update off and test a few rows before running any create, update, conversion, or upsert action at scale.
  7. After confirming the results, enable automatic runs only for qualified rows.

The Salesforce user or integration user can access only the objects and fields allowed by its Salesforce permissions. Clay’s Salesforce integration FAQ also warns that record creation and updates cannot be reversed from Clay, so testing and least-privilege access are important.

Does Clay Have an MCP?

Yes. Clay has an official Model Context Protocol offering that allows supported AI tools to use Clay data and administrator-approved workflows. Clay also provides a local MCP server through its developer plugin for coding-agent hosts.

MCP route Intended clients Authentication Best use
Clay’s hosted AI-tool connection ChatGPT, Claude, Microsoft 365 Copilot, Glean, and other supported clients Browser-based Clay OAuth Let sales users search, enrich, and act on prospect data conversationally
Clay plugin’s local MCP server Codex, Claude Code, Cursor, and hosts that can run a local process Session created by clay login Let coding agents call Clay tools during technical workflows

Clay says its MCP can help users find companies and contacts, enrich them, draft outreach, and run Ops-managed Functions without requiring every user to build the underlying table workflow. Admins can control the allowed MCP clients, user permissions, available Functions, compliance logic, and spend. Clay’s MCP product page and MCP security guide describe this governed access model.

How to connect Clay MCP to ChatGPT

  1. In ChatGPT’s browser experience, type @Clay; in the desktop app, type /Clay.
  2. Complete the browser-based Clay sign-in when prompted.
  3. Select the correct Clay workspace.
  4. Ask Clay to find or enrich a target list in natural language.
  5. If the connection or an action is unavailable, ask the Clay workspace admin to check the allowed MCP clients, your role, and the Functions enabled for MCP.

How to run Clay’s local MCP server

1. Install Clay’s supported developer plugin and CLI in a compatible coding-agent host.

2. Run clay login and select the correct workspace.

3. Configure the host to start Clay with the following MCP entry:

{

  “mcpServers”: {

    “clay”: {

      “command”: “clay”,

      “args”: [“mcp”]

    }

  }

}

4. Restart the agent host after signing into a different Clay workspace because the MCP server resolves its workspace session at startup.

Clay’s developer MCP documentation states that the local server runs over standard input/output and uses the existing clay login session rather than placing an API key in the host configuration.

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    Senior Salesforce Consultant - Co-Founder @ dgt27

    Thiago is a highly skilled full-stack Salesforce developer with over 10 years of experience. He has successfully implemented Salesforce solutions for clients from various walks of life. His expertise extends across different sectors, including government, non-profit organizations, large and small companies, as well as universities. Thiago's diverse experience allows him to tailor Salesforce solutions to meet the unique needs and challenges of clients in different industries. Currently, he leads a team of 10x certified Salesforce developers across the US, Europe, and South Asia.

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