Salesforce and Act-On integration + automation
Salesforce and Act-On integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Act-On connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Act-On integrations
Salesforce and Act-On Connector Details
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Connector TypeTray Connector
Operations
View documentationCreate contact recordDelete contact recordGet contact recordGet contact record fact and score dataGet listGet message reportGet message report drilldownGet upsert upload statusOpt in / Opt out email from multiple subscription categoriesList all listsList messagesList subscription categories
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
