Salesforce integration + automation

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.

Popular Salesforce integrations

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.

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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

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

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logo

Salesforce,

Make Salesforce integration easy

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.

Popular Customer Relationship Management (CRM) Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
  • Copper trusts Tray.io with their automation
  • Digital Ocean is a happy customer of Tray.io
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  • Demandbase marketing department depends on Tray.io
  • Udemy
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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

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