DiscoverOrg and Salesforce integration + automation

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

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Integrate Salesforce + DiscoverOrg with ease

Streamline your sales and marketing processes to close more deals, faster with powerful Salesforce + DiscoverOrg integrations. Our low-code platform makes it easy for anyone to stand up custom integrations in minutes, with little to no help from IT. Just drag and drop together Salesforce, DiscoverOrg, and any other go-to tool in your tech stack. 

Our intuitive, 100% visual builder makes it a breeze to deeply connect any combination of your favorite applications. Flow data across your tech stack to unlock game-changing sales and marketing insights that drive leads and sales wins. Use our API-level integrations to bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software, even using data within custom fields. 

And no need to stop with integrations. Our platform also empowers you to deploy robust, multi-step DiscoverOrg + Salesforce automation to reduce the time you spend on manual work and take full advantage of your sales and marketing intelligence data. Now you can turbo-charge revenue team productivity, better-engage with prospects, and maximize ROI using data-driven insights. 

DiscoverOrg and Salesforce Connector Details

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CategoryLearning Management Systems (LMS)
Connector TypeTray Connector
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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
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
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...
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David Dorman, Director of Growth and Demand Generation
DigitalOcean is the leader in low-code automation

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