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
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
Get ad campaign, Get ad form, List accounts, List accounts urn DDL, List ad campaign names DDL, List ad campaigns, List ad campaigns DDL, List ad campaigns urn DDL, List ad form IDs DDL, List ad form responses
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.
Take your sales outreach further with custom Salesforce + LinkedIn integrations, and even improve your return on ad spend for social ad campaigns. Using the Tray Platform’s visual builder, you can drag-and-drop to connect any data source, including flat files (such as CSVs), and any other cloud-based app, even using data within custom fields. With our low-code platform, you can build powerful integrations in minutes without needing IT support.
We make it a breeze to freely flow data for customers, accounts, and campaigns wherever you need it. Using our pre-built Salesforce + LinkedIn connectors, it’s easy to bi-directionally sync your CRM, social network, and any of the most important applications in your tech stack.
The Tray Platform also empowers anyone to build custom Salesforce + LinkedIn automation to help you drive revenue more efficiently through your prospecting and ad campaigns. Reach out to the right buyer at the right time using multi-step workflows, saving hours of manual work. Connect Salesforce and LinkedIn at the API level to streamline the sales cycle, increase the impact of your ad campaigns, and scale mission-critical business processes.
Using custom Salesforce + LinkedIn automation, you have the power to deploy multi-step workflows that boost sales productivity and help you do more, faster. Now, you can make sales prospecting hyper-efficient by bi-directionally syncing Salesforce with LinkedIn Sales Navigator to track progress and performance. You can improve data hygiene and send personalized outreach by bulk enriching leads with missing fields such as job title, company size, or interests. Or, for advertising use cases, you can automate exclusion and retargeting lists in your LinkedIn ad campaigns to maximize your return on ad spend.
Business users in sales, marketing, demand generation, revenue operations, and many other departments across the organization use the Tray Platform to stand up integrations that bi-directionally sync any tool in their stack. Help your sales reps focus on engaging customers and maximize the impact of your ad campaigns by connecting Salesforce, LinkedIn, and any other software, including your ERP, marketing automation platform, BI software, project management tool, and many more.
Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized automation exactly as you need. The possibilities are endless with the Tray Platform.
Business users can easily integrate Salesforce, LinkedIn, and any other tool. The Tray Platform can also handle heavy-duty data jobs, processing billions of records every day. Additionally, our platform’s elastic, serverless architecture ensures that all of your workflows will scale automatically as your data needs change.
Now, you can build advanced Salesforce + LinkedIn automation to convert more leads from prospecting and ad campaigns. Need to eliminate existing and disqualified customers from your ad lists to drive down cost-per-click? Need to gain complete visibility on your sales prospecting performance by integrating Salesforce, LinkedIn, and your BI tool to build rich dashboards? Need to supercharge your ABM campaigns by engaging target accounts with personalized messaging using context in your CRM? The Tray Platform can integrate and automate any use case since we also connect popular apps, including NetSuite, HubSpot, Mailchimp, Tableau, Power BI, Pipedrive, Zoho, and many others.
Security teams trust our platform since we offer enterprise-grade security, such as SOC 2 Type 2 certification and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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