Campaign Monitor and Salesforce integration + automation

Campaign Monitor and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Campaign Monitor and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Popular Campaign Monitor and Salesforce integrations

Uses

Marketing

Category

Marketing Automation Platform (MAP)

Connector type

Tray Connector

Triggers

None

Operations

Add person, Add subscriber, Add user to a list, Create client, Create list, Create segment, Get campaign summary, Get client details, Get journey summary, Get list details

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

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David Dorman of Digital Ocean works with Tray.io

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation

Digital Ocean

Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Integrate Salesforce + Campaign Monitor, fast

Executing personalized email campaigns at scale has never been easier with custom Salesforce + Campaign Monitor integrations. Tightly connect your CRM, email marketing platform, and any data source with the low-code Tray Platform in minutes. Do it all without requiring additional IT support.

Use our 100% visual builder to stand up custom integrations that seamlessly flow your prospect, lead, opportunity, and email data wherever you need. Business users can easily drag-and-drop together bi-directional integrations between Salesforce, Campaign Monitor, and any other data source, including flat files (including CSVs), FTP, webhooks, email, and any other cloud tool—even using data within custom fields.

Additionally, you can use the Tray Platform to stand up powerful automated workflows that elevate your email campaigns and drive more revenue. Use custom Salesforce + Campaign Monitor automation to boost engagement at scale without requiring extensive manual work. Now, you can build multi-step workflows that increase open rates, drive conversions, and ensure high retention rates.

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Automate Salesforce + Campaign Monitor easily

Need Salesforce + Campaign Monitor connectors? Business users in marketing, demand generation, sales, revenue operations, e-commerce, and many others across the organization can easily stand up API-level automation that streamlines manual email processes and increases campaign ROI.

We give you the power to design multi-step workflows that execute an endless variety of operations inside each application you connect. You can bi-directionally sync Salesforce, Campaign Monitor, and any other app, including your customer data platform, web chat tool, sales engagement platform, e-commerce platform, project management software, internal chat tool, content management system, business intelligence platform, and more.

Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized automation for your exact use case. For example, you can sync email opens and other engagement data into your CRM. You can automatically create new Campaign Monitor subscribers when you add leads to a campaign in Salesforce. Or, you can trigger downstream emails to follow-up on business-critical activities. There are no limits to what you can automate with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Unify your CRM and email campaigns

The Tray Platform makes it easy for business users to build Salesforce + Campaign Monitor integrations. Power users also love utilizing our platform to run heavy-duty data projects that process massive volumes of data daily. Plus, we built our platform on elastic, serverless architecture, so your workflows automatically scale with your evolving data priorities.

Take your email campaigns to the next level with robust Salesforce + Campaign Monitor automation. Need to automatically personalize follow-up emails using data from your CRM or any other source? Need to generate actionable dashboards with key campaign data performance data such as new leads, open rates, click-through rates, bounce rates, and more? Need to create strategic drip campaigns based on customer context such as name, company, industry, product, and order history? The Tray Platform can automate any use case since we also connect popular apps including Zendesk, NetSuite, Asana, Slack, Shopify, Magento, HubSpot, Marketo, Jira, WordPress, and many others.

IT professionals trust the Tray Platform because of its enterprise-grade security, including SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Marketing Automation Platform (MAP) and Customer Relationship Management (CRM) Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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