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Google Sheets + Salesforce
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
On-demand demo
Google Sheets and Salesforce Solutions
Uses
All, Marketing, Sales
Business professionals that want to integrate Google Sheets with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Receive hands-on Google Sheets support for ensured success
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Google Sheets
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Create column headers for sheet
Create empty column or row
Create row
Create spreadsheet
Create worksheet
Salesforce
Connection Type
Tray Connector
Triggers
On Custom Workflow Formula (advanced)
On Outbound Message (Advanced)
On Record Create
On Record Create or Update
On Record Field Change
Operations
Batch create records
Batch delete records
Batch update records
Bulk upsert records
Convert Lead
