IntegrationsPowerful Intercom + Salesforce integrations
Engage leads faster and win more deals with custom Intercom + Salesforce integrations on the low-code Tray Platform. Any business user can deeply connect their chatbot, CRM, and any data source in minutes without needing extensive IT support.
Using our intuitive, 100% visual interface, you can stand up flexible integrations between any of your most essential tools with ease. You can connect any data source, including flat files (such as CSVs), FTP, webhooks, email, and any other cloud-based application, even using data within custom fields. Now, you can seamlessly flow data for chats, leads, opportunities, and accounts anywhere across your revenue stack.
Revenue organizations can also take advantage of custom Intercom + Salesforce automation to streamline sales execution and maximize sales pipeline. Bridge the gap between your prospects and sales team with powerful, multi-step workflows and speed up lead response times. With the Tray Platform, you can convert more leads, supercharge campaign performance, and scale mission-critical sales processes.
AutomationUnlimited Intercom + Salesforce automation
You’ll need more than Intercom + Salesforce connectors to maximize sales productivity. You’ll also need powerful, multi-step automation to take full control of your sales and chatbot processes. Our platform gives you the power to drag and drop together API-level automation that bi-directionally syncs any tool, including your ERP, internal chat tool, e-signature tool, project management tool, helpdesk, marketing automation platform, business intelligence software, payments platform, content management system, intranet, and more.
Anyone in sales, marketing, customer support, sales operations, revenue operations, and any other team across your organization can use our platform to boost productivity and maximize revenue. Now, you can automatically route hot leads to your sales team whenever a prospect engages with your chatbot. You can dynamically send personalized follow-up emails to warm leads who have disengaged and slipped out of your funnel. Or, you can unify data across your revenue stack to build rich dashboards that visualize chat engagement, response times, and win rates.
You have the power to build custom Intercom + Salesforce automation that meets any business need using our full library of pre-built connectors, data helpers, and custom logic operators. There are limitless possibilities with the Tray Platform.
Use casesTake control of your sales and chatbot data
The Tray Platform empowers business users to build Intercom + Salesforce integrations in minutes. Our platform also empowers technical users to run heavy-duty data jobs that process billions of records every day. And regardless of how your data priorities evolve, our elastic, serverless architecture ensures that we scale your workflows without limits.
Take your sales and chatbot processes to the next level with robust Intercom + Salesforce automation. Need to provide sales reps with full context by flowing chat transcripts and customer details across Salesforce and any other tool? Need to automatically alert sales reps whenever a customer leaves a question on Intercom? Need to intelligently segment leads based on buying interest and automatically send retargeting campaigns to cold leads? There are no limits to what the Tray Platform can automate since we also connect important tools such as HubSpot, Microsoft Teams, NetSuite, Slack, Mailchimp, Marketo, Jira, Zendesk, WordPress, Constant Contact, RingCentral, Stripe, SharePoint, Power BI, Tableau, and many others.
The Tray Platform offers enterprise-grade security that IT experts trust. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.
