Salesforce and Looker integration + automation

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

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Salesforce + Looker

Rapid Looker + Salesforce integrations

The low-code Tray Platform gives anyone the power to stand up custom Looker + Salesforce integrations with ease. Anyone can use our 100% visual builder to connect any data source, including flat files (such as CSV), FTP, webhooks, email, and any other cloud-based tool, including data within custom fields.

Now, you can bi-directionally sync any application at the API level in minutes, even without extensive IT support. Need Looker + Salesforce integrations to drive sales productivity and generate actionable sales insights? Now, you can freely flow your lead and analytics data anywhere and win more deals.

Integrations are only the beginning with the Tray Platform. You can also use our platform to build custom Looker + Salesforce automation to unlock the full power of your sales metrics. We make it easy for anyone to build flexible, multi-step workflows to unsilo mission-critical CRM data. Now, you can spend less time on manual work and more time on strategic projects such as building a data-driven sales organization.

Flexible Looker + Salesforce automation

Any business user in sales, marketing, revenue operations, customer support, growth, IT, and any other team across the organization can break down data silos and improve sales execution with the Tray Platform. Now, you can drag and drop together any number of tools to stitch together dynamic, multi-step workflows.

Our library of pre-built connectors, data helpers, and custom logic operators lets you design customized workflows for your exact use case. For example, you can combine an unlimited variety of data for leads, opportunities, and accounts across multiple applications to easily build rich dashboards that capture the entire customer journey. You can automatically sync sales records across all your sales tools any time an account changes status. Or, you can easily share sales reports on a regular basis with your revenue organization.

Our platform empowers you to build custom Looker + Salesforce automation between any tool in your revenue stack, including your marketing automation platform, ERP, internal chat tool, helpdesk, e-signature platform, project management tool, data warehouse, and more.

Actionable CRM analytics with automation

The Tray Platform makes it easy for business users to build Looker + Salesforce integrations in minutes. Power users can also utilize our platform to handle heavy-duty data jobs that push billions of events every day. And no matter how your data needs evolve, our elastic, serverless architecture scales your workflows without limits.

Generate actionable analytics on your sales processes with Looker + Salesforce automation. Need to rapidly generate visual dashboards that measure leads, deal status, territories, and sales revenue? Need to monitor the productivity of your sales organization by visualizing deal cycles and close-win rates per rep? Need to drive sales-marketing alignment by tracking MQL-to-SQL conversion rates and lifetime value? The Tray Platform can automate any use case since we also connect popular tools such as Jira, HubSpot, Marketo, Snowflake, Microsoft Teams, Shopify, DocuSign, Microsoft Office 365, Magento, Zoom, and many others.

IT experts trust the Tray Platform due to its enterprise-grade security, including SOC 2 Type 2-certification and compliance with data privacy regulations such as GDPR, HIPAA, and CCPA.