Salesforce
Integration + Automation

Get the specs

Salesforce

Salesforce

Uses

Marketing, Sales

Business professionals that want to integrate Salesforce with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Salesforce support for ensured success

Salesforce

Salesforce

Connection Type

Service connector Tray Connector

Triggers

On Custom Workflow Formula (advanced)

On Outbound Message (Advanced)

On Record Create

On Record Create or Update

On Record Field Change

Operations

Batch create records

Batch delete records

Batch update records

Bulk upsert records

Convert Lead

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation

Popular Use Cases

Segment logo
Zendesk logo
Salesforce logo

Track + auto-update records in Segment, Zendesk + Salesforce

Segment logo
Marketo logo
Salesforce logo

Prioritize leads with custom scoring in Marketo + Salesforce

Salesforce logo
Zendesk logo

Beat Salesforce SLAs by auto-prioritizing your Zendesk queue

Zendesk logo
Salesforce logo

Make CS handoffs seamless by connecting Zendesk + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Lead attribution with customer data + Eloqua + Salesforce

Eloqua logo
Salesforce logo

Auto-refresh records in Eloqua and Salesforce

Marketo logo
Salesforce logo

Instantly auto-upload leads in Marketo + Salesforce

Marketo logo
Salesforce logo

Auto-refresh records in Marketo and Salesforce

Eloqua logo
Salesforce logo

Instantly auto-upload leads in Eloqua + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Prioritize leads with custom scoring in Eloqua + Salesforce

Salesforce logo
Redshift logo
Segment logo

Personalize the customer journey in Redshift + Salesforce

Segment logo
Marketo logo
Salesforce logo

Lead attribution with customer data + Marketo + Salesforce

Salesforce logo
Google_BigQuery logo
Segment logo

Personalize the customer journey in BigQuery + Salesforce

Segment logo
Eloqua logo
Salesforce logo

Scale engagement + personalization in Eloqua + Salesforce

Segment logo
Marketo logo
Salesforce logo

Scale engagement + personalization in Marketo + Salesforce

Salesforce logo
Redshift logo

Get a full view of analytics in Salesforce + Redshift + BI

Salesforce logo
Google_BigQuery logo

Get a full view of analytics in Salesforce + BigQuery + BI

Marketo logo
Salesforce logo

Follow up fast with auto-enriched Marketo + Salesforce leads

Google_BigQuery logo
Salesforce logo

Rapidly ETL data between BigQuery + Salesforce + any source

Salesforce logo
Redshift logo

Rapidly ETL data between Redshift + Salesforce + any source

Salesforce logo
Google_BigQuery logo

Bidirectionally sync data in BigQuery + Salesforce

Salesforce logo
Redshift logo

Bidirectionally sync data in Redshift + Salesforce

Eloqua logo
Salesforce logo

Win more with auto-routing leads in Eloqua + Salesforce

Marketo logo
Salesforce logo

Win more with auto-routing leads in Marketo + Salesforce

Zendesk logo
Salesforce logo
Stripe logo

Segment customer accounts by value in Zendesk + Salesforce

Eloqua logo
Salesforce logo

Follow up fast with auto-enriched Eloqua + Salesforce leads

Salesforce logo
Google_BigQuery logo
Segment logo

Auto-detect upsells with BigQuery + Salesforce

Salesforce logo
Redshift logo

Prevent churn with data in Salesforce + Redshift

Salesforce logo
Redshift logo
Segment logo

Auto-detect upsells with Redshift + Salesforce

Salesforce logo
Google_BigQuery logo

Get real-time sales metrics in Salesforce + BigQuery

Marketo logo
Salesforce logo

Auto-match leads to accounts in Marketo + Salesforce

Salesforce logo
Redshift logo

Get real-time sales metrics in Salesforce + Redshift

Eloqua logo
Salesforce logo

Auto-match leads to accounts in Eloqua + Salesforce

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Leads & Contacts with Intercom Data when Users in Intercom Are Updated

Salesforce logo
Slack logo

Send Slack Notification when new Objects Are Created in Salesforce

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Accounts

Salesforce logo
Slack logo

When Salesforce Opportunities Are Created or Change Stage, Notify via Slack

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Leads with Intercom Data when Leads are Saved

Salesforce logo
Asana logo

Sync Salesforce Tasks into Asana as Tasks

Salesforce logo
Slack logo

Create new Slack channels when Accounts in Salesforce Are Created

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Accounts

Salesforce logo
The Tray Platform has connectors for Intercom

Sync Salesforce People & Company Data to Intercom Users & Leads

Salesforce logo
Slack logo

Notify Sales Reps in Slack when New Leads in Salesforce are Assigned

Salesforce logo
Asana logo

Create Asana Projects from new Salesforce Opportunities

The Tray platform has connector to integrate Ring Central with your stack
Salesforce logo

Sync RingCentral Call Logs & Texts into Salesforce

Asana logo
Salesforce logo

Sync Asana Tasks to Salesforce

The Tray Platform has connectors for Intercom
Salesforce logo

Enrich Salesforce Contacts with Intercom Data when Contacts are Saved

The Tray Platform has connectors for Intercom
Salesforce logo

Sync Targeted Intercom Users into Salesforce as Leads

Salesforce logo
The Tray Platform has connectors for Intercom

Bulk Enrich All Existing Salesforce Leads & Contacts with Intercom User Data

Salesforce logo

Create a Sample Lead in Salesforce

Salesforce logo
Slack logo

Notify in Slack when new Salesforce leads are created

Salesforce logo
Asana logo

Create Asana Tasks from new Salesforce Opportunities

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