Salesforce and Intercom integration + automation
Salesforce and Intercom integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Intercom connectors, which can connect to any service without the need for separate integration tools.
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Uses
Sales, Marketing
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
Uses
Customer Success and Support, All
Category
Connector type
Tray Connector
Triggers
Event webhook, WebhookShow all
Operations
Archive contact, Assign conversation, Attach contact to company, Attach contact to conversation, Attach tag to contact, Create conversation, Close conversation, Create contact, Create message as admin, Create noteShow all
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.
Tray.io is the leader in low-code automation
Salesforce + Intercom
Powerful Intercom + Salesforce integrations
Engage leads faster and win more deals with custom Intercom + Salesforce integrations on the low-code Tray Platform. Any business user can deeply connect their chatbot, CRM, and any data source in minutes without needing extensive IT support.
Using our intuitive, 100% visual interface, you can stand up flexible integrations between any of your most essential tools with ease. You can connect any data source, including flat files (such as CSVs), FTP, webhooks, email, and any other cloud-based application, even using data within custom fields. Now, you can seamlessly flow data for chats, leads, opportunities, and accounts anywhere across your revenue stack.
Revenue organizations can also take advantage of custom Intercom + Salesforce automation to streamline sales execution and maximize sales pipeline. Bridge the gap between your prospects and sales team with powerful, multi-step workflows and speed up lead response times. With the Tray Platform, you can convert more leads, supercharge campaign performance, and scale mission-critical sales processes.
Popular Customer Relationship Management (CRM) and Customer Success and Support Connectors
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Transforming over 47,000+ organizations
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
