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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.

Integrations

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.

Automation

Next-level Concur + Salesforce automation

Efficiently trace your earned revenue from specific sales interactions with flexible Concur + Salesforce automated workflows. Easily sync your software at the API level by integrating your favorite apps, including your helpdesk, project management software, email, chat tool, ERP, or event management with the Tray Platform. And now, thanks to our suite of pre-built connectors, data helpers, and custom logic operators, you have complete power to build customized automation to fit your specific use cases.

Flow employee or lead information, expense reports, digital receipts, credit cards, and more across your tech stack in a flash with Concur + Salesforce automation. The Tray Platform is trusted and used by IT, customer support, sales, marketing, project management, accounting, finance, and any other department in the organization.

Rapidly onboard customers by creating absolute alignment between marketing, sales, and customer support. Empower sales teams with real-time dashboards containing unified data from across all your channels. No matter your use cases, the Tray Platform will take your organization to the next level.

Use cases

Concur + Salesforce use cases for any need

Streamline invoicing and save time on administrative tasks by automatically syncing Concur + Salesforce to match paid invoices with client records. Ensure revenue sources are correctly attributed to marketing and sales activities by connecting your accounting software, CRM, and marketing automation platform. Need to eliminate any possibilities of human error when keeping records updated? We have you covered for any use case you can think of.

The Tray Platform is powerful enough for any heavy-duty task that has large quantities of data, and can process billions of events daily. Our elastic, serverless architecture allows for limitless ability to scale—even when there are changes in data usage. Easily connect any software—including QuickBooks, NetSuite, SuccessFactors, Outlook, Slack, HubSpot, Mailchimp, Jira, Zendesk, Xero, and more—and supercharge all your business processes.

The Tray Platform has enterprise-grade security, which is trusted by tech leaders and security experts. We are SOC 2 Type 2-certified, and also compliant with data security regulations, including GDPR, CCPA, and HIPAA.

Popular Salesforce and Concur integrations

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Salesforce and Concur Connector Details

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...

View documentation

Concur

Learn more

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