ManagerPlus and Salesforce integration + automation

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

ManagerPlus and Salesforce Connector Details

ManagerPlus

ManagerPlus

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UsesProduct
CategoryProject Management
Connector TypeTray Connector
Operations
Create logList assetsList budgetsRaw HTTP request (advanced)
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Salesforce logo

Salesforce

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UsesSales, Marketing, All
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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Tray Embedded has freed up our engineering resources to work on our core product while leveraging technology to provide customers the flexibility to integrate with their apps, opening the door to Copper’s next stage of growth as we move up-market.

Brett Schuenemann
Brett Schuenemann, Senior Director of Product Management
Copper

Tray.io is the leader in low-code automation

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