Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
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
Operations
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
Uses
All, Sales
Category
Connector type
Tray Connector
Triggers
WebhookShow all
Operations
List event types, Get personal informationShow 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, streamline sales operations, and flexibly manage scheduling with Salesforce + Calendly integrations. Anyone can use our low-code interface to bi-directionally sync Salesforce + Calendly with any data source, including webhooks, FTP, flat files (such as CSVs), email, and all your go-to tools (even using data within custom fields).
Need Salesforce + Calendly connectors to sync sales, customer, and scheduling data across your organization? You can use our visual, drag-and-drop builder to rapidly stand up custom Salesforce + Calendly integrations, without relying on IT support. Connect your entire tech stack to flow data across all your tools and teams and make your sales and scheduling operations hyper-efficient.
Rapidly schedule meetings and events to respond to hot leads with powerful, multi-step Salesforce + Calendly automation. You can build custom workflows that automatically create meeting events and give you the power to book more meetings instantly.
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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