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Sales, Customer Success and Support, All
Business professionals that want to integrate Salesforce Service Cloud with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Partner with our CS team and receive hands-on Salesforce Service Cloud support
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
Tray Toolkit
Manual
Scheduled
Webhook
Get
List
Save
Tray Connector
Manual
Scheduled
Webhook
Create folder
Create item
Delete drive item
Download file
Get item