Clubhouse.io and Salesforce integration + automation

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

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Clubhouse.io and Salesforce Connector Details

Clubhouse.io

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UsesProduct, Developers

CategoryProduct Management

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Clubhouse.io connector available at the moment.

To get data in and out of Clubhouse.io, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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Tray Embedded has freed up our engineering resources to work on our core product while leveraging technology to provide customers the flexibility to integrate with their apps, opening the door to Copper’s next stage of growth as we move up-market.
Brett Schuenemann, Senior Director of Product Management