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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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.

Salesforce and Looker Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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CategoryBusiness Intelligence (BI)
Connector TypeTray Connector
Add user to groupCreate API 3 credentialsCreate SQL Runner queryCreate password reset tokenCreate two factor login informationCreate userCreate user email credentialsDelete userDelete user attribute valueDelete user from groupDelete web login sessionGet SQL Runner queryand 4 more...
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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