Salesforce and Fulcrum integration + automation
Salesforce and Fulcrum integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Fulcrum connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Fulcrum integrations
Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
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 Update
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Connector type
Tray Connector
See documentation
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 record
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Uses
Product
Category
Mobile Engagement
Triggers
Webhook
Connector type
Tray Connector
Operations
Create choice list, Create classification set, Create record, Delete choice list, Delete classification set, Delete record, Get choice list, Get classification set, Get record, Get record history
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