Salesforce and Gmail integration + automation

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

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Gmail
Integrations

Low-code Salesforce + Gmail integrations

Sync schedules and key sales conversations between your CRM and email with quick and easy Salesforce + Gmail integrations. Our low-code interface empowers anyone to rapidly stand up custom integrations that bi-directionally sync Salesforce + Gmail with any data source. Seamlessly connect your entire tech stack and promote streamlined sales interactions at scale, without relying on IT support.

Need Salesforce + Gmail connectors to easily manage the flow of data across your email and sales tools? You can use our visual, drag-and-drop builder to connect with email, flat files (such as CSVs), webhooks, FTP, spreadsheets, and all your go-to tools. You can even use data within custom fields.

Devote more energy toward winning deals and driving sales productivity with powerful, multi-step Salesforce + Gmail automation. You can design customized, automated workflows that respond faster to sales inquiries, equip sales reps with valuable insights into customer history and correspondence, and ensure data consistency across all your mission-critical sales tools.

Salesforce and Gmail Connector Details

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Salesforce

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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
UsesAll
CategoryEmail
Connector TypeTray Connector
Operations
Delete messageCreate send-as aliasGet messageGet send-as aliasList labelsList messagesList send-as aliasesList threadsList user historyReply to messageSend messageUpdate message labels
View documentation

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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