Salesforce integrations couldn’t be easier with the Tray Platform’s robust Salesforce connector, which connects any services without the need for separate integration tools.
Salesforce integrations couldn’t be easier with the Tray Platform’s robust Salesforce connector, which connects any services without the need for separate integration tools. With our platform’s low-code, visual builder, you can build a seamless API integration to any cloud service in minutes, without IT support.
Integrate Salesforce directly to the rest of your tech stack to sync mission-critical data to any other application. Create a custom Salesforce technology stack by dragging-and-dropping together any CRM data, then orchestrate any process at scale with powerful automated workflows. Do it all in one platform, without the need for any separate Salesforce integration solutions.
Take Salesforce workflow automation to the next level. With the Tray Platform, business users can quickly build any Salesforce cloud integration and automate processes that trigger from, transform, and update any data, even in custom fields. Do more, faster with our flexible builder’s extensive list of pre-built service connectors and custom logic helpers.
Whether you need a marketing automation Salesforce integration, a Salesforce ERP integration, or a SFDC integration to any other application, the Tray Platform lets you quickly and painlessly connect your applications and automate time-consuming manual tasks to scale any processes efficiently for any team.
Business users in sales, marketing, customer support, HR, finance, IT, operations, and many other teams across the organization trust the Tray Platform to take full control of their Salesforce data for any use case to grow revenue, improve data governance and data hygiene, retain more customers, and manage an endless list of mission-critical internal processes.
Tray Platform users take advantage of fast, easy Salesforce integrations to drive more conversions by integrating multi-channel messaging across email, chat, and marketing campaigns, winning more sales deals by instantly revealing the hottest leads in pipeline and dramatically increasing follow-up speed, executing the full quote-to-cash cycle, rapidly onboarding customers, and much, much more.
Though the low-code Tray Platform is easy enough for any business user to use, it’s flexible enough to handle heavy-duty Salesforce data integration jobs. Go beyond limited data mapping tools like the Data Loader by using our powerful automated workflows to cleanse any amount of data, even in bulk.
Salesforce experts trust the Tray Platform to transform massive amounts of data as needed automatically. CRM administrators use the platform to periodically cleanse data to reconcile outdated records and re-assign to changing sales teams. Sales operations experts love using the Tray Platform to run on-demand mass updates for objects to upload new lead lists.
The Tray Platform lets users easily create API integrations between their Salesforce instance and any other tools and applications, including flat files or marketing automation campaign software, to auto-update any object and record types in bulk, even in custom fields. By automating bulk updates, Salesforce users can rapidly automate important processes such as data enrichment, lead-to-account matching, and lead routing (among many others) to drive higher sales productivity and generate more revenue.
Follow up with leads faster and massively boost conversion rates by integrating Salesforce with your marketing automation platform. The low-code Tray Platform makes it easy to stand up custom integrations and multi-step automated workflows in minutes—no IT support required.
Salesforce experts in sales, marketing, revenue operations, and more rely on the Tray Platform to integrate their marketing automation platform with other go-to revenue and lead management tools. Unsilo your business-critical data and unlock powerful new Salesforce + marketing automation use cases. It’s never been easier to automate lead routing, streamline lead-to-account matching, sync custom fields, align account-based efforts, and so much more. With the Tray Platform, you can do more, faster.
We give you the power and flexibility to stand up integrations and automated workflows that meet your exact needs. Go beyond limited native integrations and take full control of your lead data by deeply connecting Salesforce and your marketing automation platform.
Uplevel your data hygiene and enrich leads with data from any source using the low-code Tray Platform. Our platform makes it easy to connect Salesforce, ZoomInfo, and any other go-to application to ensure your sales representatives are armed with the information they need to convert more leads and close more deals.
Regardless of your technical experience, you can supercharge existing processes and stand up new workflows fast. Need to build an enrichment waterfall using data from multiple sources to maximize the number of workable leads? Need to follow up with leads faster by automatically routing and enriching leads? Need to supercharge sales productivity by automating recurring data hygiene jobs? With the Tray Platform, you can make it happen.
We’ve designed our platform with unlimited scalability, so your lead management workflows can handle any volume of data. Plus, we can work with data from any source (including custom fields), so you can deploy the custom workflows you need to solve any use case.
Paginate through Salesforce Records
Processes Salesforce records in batches when a query has returned multiple pages of results
Notify Slack when Salesforce Opportunity is "Closed Won"
Sends a celebratory Slack notification to a chosen channel when an opportunity is successfully closed in Salesforce
Extract Salesforce records and email as CSV
Paginates through any number of Salesforce records and emails the resulting CSV
Export leads from an Excel file to Salesforce
Capture leads from an Excel file, then create and update contacts in Salesforce
The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.