RichRelevance and Salesforce integration + automation

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

RichRelevance
RichRelevance
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Uses

Marketing

Category

Marketing Personalization

Triggers

None

Connector type

Universal Connector

Operations

None

Salesforce logo
Salesforce
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Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

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 Update
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Connector type

Tray Connector


See documentation

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 record
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David Dorman of Digital Ocean works with Tray.io

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation

Digital Ocean

Tray.io is the leader in low-code automation

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Popular Marketing Personalization and Customer Relationship Management (CRM) Connectors

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