IntegrationsIntegrate Airtable + Salesforce with ease
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.
AutomationUnlimited Salesforce + Airtable automation
Now anyone in your organization can close more deals and supercharge sales productivity with flexible Salesforce + Airtable automation. Our platform is perfect for anyone in IT plus any business user in sales, marketing, project management, business operations, customer support, or any other team in your organization.
Stand up automated workflows with the Tray Platform to take full control of your customer and project management processes. Streamline the sales-to-support handoff by automatically generating new projects for kickoff calls, product implementation, and follow-ups. Improve internal collaboration by freely flowing data for leads, tasks, opportunities, projects, spreadsheets, and accounts across any application. Sync upstream and downstream activities to improve follow-up and accelerate lead outreach. Anything is possible with the Tray Platform.
Architect any type of automation to kick off any operation in response to any custom trigger. Deeply connect Salesforce and Airtable with any of your favorite tools, including your marketing automation platform, business intelligence tool, help desk, sales engagement platform, e-signature tool, e-commerce software, and more. The Tray Platform’s full library of pre-built connectors, data helpers, and custom logic operators gives you the power to craft custom Salesforce and Airtable automation to meet your exact business needs.
Use casesAny Salesforce + Airtable use case
No matter how your data needs may change, your workflows will always scale thanks to our elastic, serverless architecture. The Tray Platform can handle heavy-duty data jobs pushing billions of records daily. It’s also easy enough for business users who need to stand up powerful integrations quickly.
Drive more pipeline and improve project execution with advanced Salesforce and Airtable automation. Need to streamline the sales-to-support handoff process by automatically creating tasks for approvals and rapidly alerting relevant stakeholders? Need to turbocharge rep productivity by syncing Salesforce records across Airtable to create tasks with full deal context including lead details, call notes, and funnel stage? Need to auto-update customer records to always ensure a single source of truth across your sales and revenue stack? The Tray Platform can automate anything since we connect with any tool, including Slack, Marketo, SalesLoft, Outreach, HubSpot, Zendesk, MySQL, Jira, SharePoint, Instagram, Github, and more.
IT leaders trust us with even their most sensitive data because we’ve prioritized enterprise-grade security. We’re SOC 2 Type 2-certified, and compliant with key data privacy regulations such as HIPAA, CCPA, and GDPR.
