IntegrationsEasy Salesforce + PayPal integrations
Streamline the quote-to-cash process and unsilo your payment processing data with powerful Salesforce + PayPal integrations on the low-code Tray Platform. Our platform empowers you to unlock the full value of all your business-critical applications. Stand up API-level integrations in minutes, without relying on IT.
Looking for PayPal + Salesforce connectors to take full control of your CRM and payment processing data? With the Tray Platform, you bi-directionally flow data wherever you need to boost efficiency and maximize productivity. Just use our visual, drag-and-drop builder to tightly connect PayPal, Salesforce, and any other go-to application in your tech stack.
And no need to stop with integrations. Rapidly scale your mission-critical sales and payment processes with robust PayPal + Salesforce automation. Craft and launch dynamic, automated workflows so you can focus on more-strategic projects such as expediting payment processing.
AutomationAutomate PayPal + Salesforce however you need
Business users in sales, marketing, e-commerce, finance, revenue operations, IT, and more rely on the Tray Platform to build next-level Salesforce + PayPal automation to improve revenue processing. We offer a full suite of pre-built connectors, data helpers, and custom logic operators so you can deploy fully customized automation that meets your unique specifications.
Architect any type of automation to kick off any type of operation in response to an unlimited variety of custom triggers. Deeply connect Salesforce, PayPal, and any other important tool, including your e-commerce platform, marketing automation platform, internal chat tool, business intelligence (BI) tool, accounting software, helpdesk, and more.
There are limitless possibilities with the Tray Platform. For example, you can eliminate bottlenecks by freely flowing data for invoices, leads, expenses, and campaign details across your tech stack. You can unify data from multiple applications to generate holistic reporting that tracks every part of your pipeline all in one place. Or, you can automatically create PayPal invoices whenever a customer engages with your campaigns.
Use casesUnlimited Salesforce + PayPal use cases
The Tray Platform is so easy to use that anyone can start building custom integrations in minutes. Plus, power users love our platform’s ability to handle heavy-duty data tasks pushing billions of records every day. Our elastic, serverless architecture means your workflows will scale no matter how your data needs may change.
IT experts trust the Tray Platform with even their most sensitive data because we’ve prioritized enterprise-grade security. We’re SOC 2 Type 2-certified, and compliant with major data privacy regulations such as GDPR, HIPAA, and CCPA.
Orchestrate sophisticated Salesforce + PayPal automation to tackle any business-critical use case. Need to auto-trigger powerful upsell offers at just the right moment and maximize revenue from existing accounts by monitoring eligibility thresholds and alerting sales team members of expansion opportunities? Need to ensure the highest-value accounts get service first by dynamically prioritizing support tickets according to payment history? Need to expedite the quote-to-cash process by auto-alerting relevant stakeholders of PayPal payments or signature requirements in real time? The Tray Platform can automate any use case since we also connect popular tools such as HubSpot, Mailchimp, Jira, Zendesk, Slack, NetSuite, Semrush, QuickBooks, DocuSign, and many others.
