Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Operations
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
Keep your CRM and email data in sync by rapidly standing up Salesforce + Microsoft Outlook 365 integrations on the low-code Tray Platform. You can use our 100% visual, drag-and-drop builder to bi-directionally sync Salesforce + Outlook with any data source, without relying on IT support.
Need Salesforce + Outlook connectors to sync email records and event schedules across your sales and communication tools? Any business user can use our low-code interface to connect Salesforce + Outlook with email, webhooks, FTP, flat files (such as CSVs), and any cloud-based tool (even using data within custom fields). Connect your entire tech stack to maximize your sales process efficiency.
Focus on winning and retaining high-value customers with powerful, multi-step Salesforce + Outlook automation. You can design your own automated workflows that update schedules across your tools, centralize important emails and records, and drive personalized, meaningful communication.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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