Productboard and Salesforce integration + automation

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

Productboard and Salesforce Connector Details

Productboard

Productboard

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UsesProduct
CategoryProduct Management
Connector TypeTray Connector
Operations
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Salesforce logo

Salesforce

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UsesSales, Marketing
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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