Aircall Salesforce
Integration + Automation

Get the specs

Recorded Demo

See our platform in action

45 Minutes

Live Group Demo

Ask questions + get answers

Every Thursday, 10am PT / 30 minutes

Personalized 1:1 Demo

Tailored walk-through

Flexible with your schedule
Aircall
+
Salesforce

Aircall and Salesforce Solutions

Uses

Developers, Marketing, Sales

Business professionals that want to integrate Aircall with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Aircall support for ensured success

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

Niels Fogt Senior Director Growth
Aircall

Aircall

Connection Type

Service connector Tray Connector

Triggers

Delete webhook

List events DDL

List webhooks

Webhook

Delete webhook

Operations

Create call comment

Create contact

Create insight card

Delete call recording

Delete contact

Salesforce

Salesforce

Connection Type

Service connector Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

Batch create records

Batch delete records

Batch update records

Bulk upsert records

Convert Lead

Automation Templates

Segment logoZendesk logoSalesforce logo

Track + auto-update records in Segment, Zendesk + Salesforce

Segment logoMarketo logoSalesforce logo

Prioritize leads with custom scoring in Marketo + Salesforce

Salesforce logoZendesk logo

Beat Salesforce SLAs by auto-prioritizing your Zendesk queue

Zendesk logoSalesforce logo

Make CS handoffs seamless by connecting Zendesk + Salesforce

Segment logoEloqua logoSalesforce logo

Lead attribution with customer data + Eloqua + Salesforce

Eloqua logoSalesforce logo

Auto-refresh records in Eloqua and Salesforce

Marketo logoSalesforce logo

Instantly auto-upload leads in Marketo + Salesforce

Marketo logoSalesforce logo

Auto-refresh records in Marketo and Salesforce

Eloqua logoSalesforce logo

Instantly auto-upload leads in Eloqua + Salesforce

Segment logoEloqua logoSalesforce logo

Prioritize leads with custom scoring in Eloqua + Salesforce

Salesforce logoRedshift logoSegment logo

Personalize the customer journey in Redshift + Salesforce

Segment logoMarketo logoSalesforce logo

Lead attribution with customer data + Marketo + Salesforce

Salesforce logoGoogle_BigQuery logoSegment logo

Personalize the customer journey in BigQuery + Salesforce

Segment logoEloqua logoSalesforce logo

Scale engagement + personalization in Eloqua + Salesforce

Segment logoMarketo logoSalesforce logo

Scale engagement + personalization in Marketo + Salesforce

Salesforce logoRedshift logo

Get a full view of analytics in Salesforce + Redshift + BI

Salesforce logoGoogle_BigQuery logo

Get a full view of analytics in Salesforce + BigQuery + BI

Marketo logoSalesforce logo

Follow up fast with auto-enriched Marketo + Salesforce leads

Google_BigQuery logoSalesforce logo

Rapidly ETL data between BigQuery + Salesforce + any source

Salesforce logoRedshift logo

Rapidly ETL data between Redshift + Salesforce + any source

Salesforce logoGoogle_BigQuery logo

Bidirectionally sync data in BigQuery + Salesforce

Salesforce logoRedshift logo

Bidirectionally sync data in Redshift + Salesforce

Eloqua logoSalesforce logo

Win more with auto-routing leads in Eloqua + Salesforce

Marketo logoSalesforce logo

Win more with auto-routing leads in Marketo + Salesforce

Zendesk logoSalesforce logoStripe logo

Segment customer accounts by value in Zendesk + Salesforce

Eloqua logoSalesforce logo

Follow up fast with auto-enriched Eloqua + Salesforce leads

Salesforce logoGoogle_BigQuery logoSegment logo

Auto-detect upsells with BigQuery + Salesforce

Salesforce logoRedshift logo

Prevent churn with data in Salesforce + Redshift

Salesforce logoRedshift logoSegment logo

Auto-detect upsells with Redshift + Salesforce

Salesforce logoGoogle_BigQuery logo

Get real-time sales metrics in Salesforce + BigQuery

Marketo logoSalesforce logo

Auto-match leads to accounts in Marketo + Salesforce

Salesforce logoRedshift logo

Get real-time sales metrics in Salesforce + Redshift

Eloqua logoSalesforce logo

Auto-match leads to accounts in Eloqua + Salesforce

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Leads & Contacts with Intercom Data when Users in Intercom Are Updated

Salesforce logoSlack logo

Send Slack Notification when new Objects Are Created in Salesforce

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logoSlack logo

When Salesforce Opportunities Are Created or Change Stage, Notify via Slack

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Leads with Intercom Data when Leads are Saved

Salesforce logoAsana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logoSlack logo

Create new Slack channels when Accounts in Salesforce Are Created

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logoThe Tray Platform has connectors for Intercom

Sync Salesforce People & Company Data to Intercom Users & Leads

Salesforce logoSlack logo

Notify Sales Reps in Slack when New Leads in Salesforce are Assigned

Salesforce logoAsana logo

Create Asana Projects from new Salesforce Opportunities

The Tray platform has connector to integrate Ring Central with your stackSalesforce logo

Sync RingCentral Call Logs & Texts into Salesforce

Asana logoSalesforce logo

Sync Asana Tasks to Salesforce

The Tray Platform has connectors for IntercomSalesforce logo

Enrich Salesforce Contacts with Intercom Data when Contacts are Saved

The Tray Platform has connectors for IntercomSalesforce logo

Sync Targeted Intercom Users into Salesforce as Leads

Salesforce logoThe Tray Platform has connectors for Intercom

Bulk Enrich All Existing Salesforce Leads & Contacts with Intercom User Data

Salesforce logo

Create a Sample Lead in Salesforce

Salesforce logoSlack logo

Notify in Slack when new Salesforce leads are created

Salesforce logoAsana logo

Create Asana Tasks from new Salesforce Opportunities

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access