Salesforce and LinkedIn integration + automation

Salesforce and LinkedIn integrations couldn’t be easier with the Tray Platform’s robust Salesforce and LinkedIn connectors, which can connect to any service without the need for separate integration tools.

Popular Salesforce and LinkedIn integrations

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

See documentation >

Uses

Marketing

Category

Social Media Management

Connector type

Tray Connector

Triggers

None

Operations

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

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
With the Tray platform you can connect any web service

Rapid Salesforce + LinkedIn integrations 

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.

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Stand up Salesforce + LinkedIn automation

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.

Tray Embedded enables teams to scale and increase retention

Accelerate outreach and boost ROAS

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.

Popular Customer Relationship Management (CRM) and Social Media Management Connectors

Make anything happen See Tray.io in action

Enterprises and rapidly growing firms trust the Tray Platform

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
  • InVision
  • 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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