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.

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Salesforce

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Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

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 UpdateShow all

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 recordShow all

See documentation >

Fulcrum

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Uses

All

Category

Mobile Engagement

Connector type

Tray Connector

Triggers

Webhook

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

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