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 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, On Apex trigger (advanced)Show all

Operations

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, On Apex trigger (advanced)Show 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

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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.

Automation + Salesforce = any use case, solved

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.

Tray Embedded Teams
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Under the hood with Salesforce automation

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.

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.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access