Salesforce and Greenhouse integration + automation

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

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

HR

Category

Human Resources Information Systems (HRIS)

Connector type

Tray Connector

Triggers

None

Operations

Create candidate, Create candidate application, Create candidate note, Create prospect, Get application, Get candidate, Get current offer by application, Get job, Get offer, Get userShow all

See documentation >
sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoGreenhouse

Salesforce + Greenhouse

Integrate Salesforce + Greenhouse with ease

Streamline sales hiring and improve sales rep training with API-level Greenhouse + Salesforce integrations on the low-code Tray Platform. Rapidly sync any go-to application with ease and without relying on IT. Unsilo your sales and HR data to flow it wherever you need and save hours of manual work.

Go beyond Greenhouse + Salesforce connectors to supercharge your recruiting and CRM processes. Now you can bi-directionally sync Salesforce, Greenhouse, and any other data source, including FTP, email, webhooks, flat files (including CSVs), and any cloud software—even using data within custom fields.

And no need to stop with easy integrations. You can also build custom Greenhouse + Salesforce automation to rapidly scale your recruiting and CRM processes. Design and deploy flexible, automated workflows to maximize productivity and take full control of your recruiting and CRM data.

Popular Human Resources Information Systems (HRIS) and Customer Relationship Management (CRM) Connectors

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The Tray Platform is...

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Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

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Powerful

Powerful

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Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

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