Salesforce and Aircall integration + automation

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

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Aircall
Integrations

Aircall + Salesforce integrations in minutes

Increase win rates with Aircall + Salesforce integration on the low-code Tray Platform. Visually configure any integration you need with our easy-to-use, drag-and-drop builder. Any business user within your organization can stand up integrations in minutes without relying on IT support.

Go further than Aircall + Salesforce connectors and bi-directionally sync data across your entire tech stack. Connect any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.

Now, you can go beyond integrations and improve your sales and customer support productivity by creating unique, multi-step automation. Seamless automated workflows let you get the most out of your Aircall + Salesforce APIs on the Tray Platform.

Salesforce and Aircall Connector Details

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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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Aircall

Aircall

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UsesCustomer Success and Support, Sales
CategoryTelephony, Customer Relationship Management (CRM)
Triggers
Delete webhookList events DDLList webhooksWebhook
Connector TypeTray Connector
Operations
Create call commentCreate contactCreate insight cardDelete call recordingDelete contactGet callGet contactGet numberList callsList contactsList numbersList tags
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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.

Vice President, Business Systems
Udemy

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