Salesforce and HubSpot integration + automation

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

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HubSpot
Integrations

Integrate Salesforce + HubSpot to boost wins

Rapidly convert more leads and win more deals with quick and easy Salesforce + HubSpot integrations using the low-code Tray Platform. You don’t need IT support to rapidly stand up custom integrations that bidirectionally sync Salesforce + HubSpot with any data source. Connect your entire tech stack to flow data across all your tools and teams and drive alignment between sales, marketing, and support, even connecting disparate data across multiple teams.

Need Salesforce + HubSpot connectors to connect and flow your revenue data? You can connect with Salesforce + HubSpot at the API level to sync email, webhooks, FTP, flat files (such as CSVs), and all your go-to tools (even using data within custom fields).

Streamline mission-critical revenue data and unlock real-time, actionable insights with powerful Salesforce + HubSpot automation. You can design multi-step, automated workflows that efficiently handle a variety of processes, such as lead routing, data enrichment, and lead-to-account matching.

Salesforce and HubSpot Connector Details

Salesforce logo

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...
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HubSpot

HubSpot

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UsesMarketing, Sales
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Contact exists with email?Create blog postCreate contact listCreate custom objectCreate dealGet ownerSearch objectsUpdate custom objectUpdate subscription statusDelete contact listAdd contact to companyAdd contact to listand 109 more...
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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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