CleverReach and Salesforce integration + automation

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

CleverReach and Salesforce Connector Details

CleverReach

CleverReach

Learn more
UsesMarketing
CategoryEmail
Connector TypeTray Connector
Operations
Create attributeCreate group attributeCreate group receiverCreate group receiver tagsList groupsCreate or update group receiversCreate receiver tagsGet group receiverList attributesList blacklisted emailsList group attributesList group blacklisted emails
View documentation
Salesforce logo

Salesforce

Learn more
UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
View documentation

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman of Digital Ocean works with Tray.io
David Dorman, Director of Growth and Demand Generation
DigitalOcean

Tray.io is the leader in low-code automation

Connector Awards

Try Tray today and see for yourself. No strings attached.