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 UpdateShow all
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 recordShow all
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Win more deals, faster with robust Salesforce + Airtable integrations on the low-code Tray Platform. Our platform makes it easy to stand up next-level integrations in minutes, without relying on IT. Rapidly create API-level integrations to flow data wherever you need and save hours of manual work.
You’ll need more than just Airtable + Salesforce connectors to make the absolute most out of your CRM and project management processes. With our platform’s 100% visual interface, you can tightly connect Airtable, Salesforce, and any other go-to application in your tech stack. Bi-directionally sync Airtable, Salesforce, and any other data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And no need to stop with integrations. The Tray Platform also empowers you to build and deploy robust Airtable and Salesforce automation. Using our platform, you can create dynamic, multi-step, automated workflows to maximize sales productivity and boost win rates.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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