IntegrationsAircall + 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.
AutomationAircall + Salesforce automation, your way
Win more deals, faster, with flexible Aircall + Salesforce automated workflows that connect your tools at the API level. Build workflows across any app, including your customer support platform, chat bot, customer data platform, marketing automation platform, ERP, analytics tools, e-commerce software, collaboration tool, email, and more.
Business users in sales, customer support, marketing, e-commerce, and more trust the Tray Platform when it comes to creating automation that speeds up ticket resolution and increases team productivity and collaboration. Our full suite of pre-built connectors, data helpers, and custom logic operators empowers anyone to customize workflows for any specific use case.
Craft automation that syncs call logs and notes, giving the sales team the full context of the prospect’s questions and concerns before a conversation happens. You can also expedite follow-up calls and ongoing sales conversations by automatically syncing call invites and logs with your CRM records. Anything is possible with automation on the Tray Platform.
Use casesConquer any Aircall + Salesforce use case
Improve customer experience by syncing data across Aircall and Salesforce so sales can give customized answers to any issues that customers may have. Easily prioritize and segment high-value customer calls by flowing call logs and notes to your sales reps. TIghtly align all your teams by syncing data across multiple channels for the full context of customer issues. You can do it all with automated workflows on our platform.
Technical users appreciate that the Tray Platform is powerful enough for heavy-duty jobs. Our platform seamlessly manages large quantities of data, processing billions of records on a daily basis. There’s a practically limitless ability to scale, even when your data usage changes, because we build our platform on elastic, serverless architecture. Connect with your favorite apps, including Zendesk, NetSuite, Jira, Quickbooks, Microsoft Sharepoint, HubSpot, Slack, and more.
IT and security experts appreciate the Tray Platform’s trusted enterprise-grade security. Our platform is SOC 2 Type 2-certified. We also comply with data privacy regulations, including GDPR, CCPA, and HIPAA.
