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.

Salesforce logo
Salesforce
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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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Fulcrum
Fulcrum
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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

sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

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Popular Customer Relationship Management (CRM) and Mobile Engagement Connectors

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