Insight Software and Salesforce integration + automation

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

Insight Software and Salesforce Connector Details

Insight Software

Insight Software

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

To get data in and out of Insight Software and Salesforce, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder

While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Insight Software and Salesforce integrations down the road.

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 recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

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