Universal Connector

Salesforce and Concur integration + automation

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

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Concur logo

Swift, easy Concur + Salesforce integrations

Streamline your Q2C process with Concur + Salesforce integrations on the low-code Tray Platform. Business users can stand up integrations in minutes thanks to our 100% visual, drag-and-drop builder. No need to bother IT—anyone can build powerful integrations that bi-directionally sync their entire tech stack.

Do more, faster, and unsilo your tech stack by going beyond Concur + Salesforce connectors. With the Tray Platform, you can sync any data source, including webhooks, email, flat files (such as CSVs), FTP, and any cloud software that you use—even using data within custom fields.

More than framing custom integrations, you can also create sophisticated Concur + Salesforce automation for seamless business-critical operations. Increase retention rates and speed up the onboarding process with dynamic multi-step automated workflows on the Tray Platform.

Salesforce and Concur Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
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
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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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

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

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

The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems

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