Salesforce
Integration + Automation

On-demand demo

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.

  • Checkmark

    Integrate with any app with our unique Universal Connector

  • Checkmark

    Easily use our drag-and-drop workflow builder

  • Checkmark

    Receive hands-on Salesforce support for ensured success

Line with connecting dots
Line with connecting dots
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
Line with connecting dots
Line with connecting dots

What would you like to connect?