Conversocial and Salesforce integration + automation
Conversocial and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Conversocial and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular Conversocial and Salesforce integrations
Conversocial and Salesforce Connector Details
Conversocial
Learn moreUsesCustomer Success and Support
CategoryCustomer Success and Support
Connector TypeUniversal Connector
Minor Configuration Required
To get data in and out of Conversocial and Salesforce, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder
While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Conversocial and Salesforce integrations down the road.
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
