Salesforce and Gmail integration + automation

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

Salesforce logoGmail

Salesforce + Gmail

Low-code Salesforce + Gmail integrations

Sync schedules and key sales conversations between your CRM and email with quick and easy Salesforce + Gmail integrations. Our low-code interface empowers anyone to rapidly stand up custom integrations that bi-directionally sync Salesforce + Gmail with any data source. Seamlessly connect your entire tech stack and promote streamlined sales interactions at scale, without relying on IT support.

Need Salesforce + Gmail connectors to easily manage the flow of data across your email and sales tools? You can use our visual, drag-and-drop builder to connect with email, flat files (such as CSVs), webhooks, FTP, spreadsheets, and all your go-to tools. You can even use data within custom fields.

Devote more energy toward winning deals and driving sales productivity with powerful, multi-step Salesforce + Gmail automation. You can design customized, automated workflows that respond faster to sales inquiries, equip sales reps with valuable insights into customer history and correspondence, and ensure data consistency across all your mission-critical sales tools.

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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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Uses

All

Category

Email

Triggers

None

Connector type

Universal Connector

Operations

None

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

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Tray.io is the leader in low-code automation

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