IntegrationsEasy monday.com + Salesforce integrations
Boost sales productivity and drive revenue team alignment with powerful monday.com + Salesforce integrations on the low-code Tray Platform. Our platform makes it easy to stand up robust integrations in minutes, without using extensive IT resources. Just drag and drop together Salesforce, monday.com, and any other go-to application in your tech stack.
Need monday.com + Salesforce connectors? Our platform empowers you to seamlessly flow data across your tech stack to unlock actionable insights and drive productivity. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields.
And no need to stop with integrations. The Tray Platform also lets you craft dynamic, multi-step automation to save hours of manual work and take full control of your CRM and project management data. Build automated workflows to flow data wherever you need.
AutomationNext-level monday.com + Salesforce automation
Now any business user can build automated workflows to supercharge their project management and CRM processes. Anyone in sales operations, revenue operations, IT, DevOps, engineering, customer service, or any other department across the organization can rapidly design game-changing monday.com + Salesforce automation to drive revenue and align internal teams.
Kick off any operation based on any custom trigger to architect time-saving workflows that let you get the absolute most out of your CRM and project management tools. Use our full library of pre-built connectors, data helpers, and custom logic operators to build customized automation that fits your exact business needs.
Need to maximize revenue by unifying your sales, finance, and marketing data? Need to accelerate and easily scale mission-critical sales processes such as quote-to-cash by auto-updating your CRM when you make updates in your project management tool, and vice versa? Need to seamlessly flow sales and project management data across your tech stack to unlock actionable, data-driven insights? With the Tray Platform, anything is possible.
Use casesAny monday.com + Salesforce use case
Business users love that the Tray Platform is easy enough for them to build custom integrations in minutes. Power users also rely on the Tray Platform to manage heavy-duty data jobs touching billions of records daily. Plus, we built our platform on an elastic, serverless architecture, so your workflows will scale automatically as your data needs evolve.
Use advanced automation to tackle any Salesforce + monday.com use case and drive business growth. Need to accelerate customer onboarding by automating the pre- and post-sales handoff? Need to generate insightful, data-driven reports and dashboards for leadership using real-time sales data? Need to sync your sales reps’ active leads and accounts across monday.com and Salesforce to instantly follow up with hot leads and boost lead conversion by always following up at the right time and with the right messaging? The Tray Platform has the flexibility to automate any use case since we connect any tool, including HubSpot, NetSuite, Marketo, Power BI, Slack, Asana, and many others.
We built the Tray Platform with enterprise-grade security in mind so that we can handle even your most sensitive data. We’re compliant with enterprise-grade data privacy regulations, including SOC 2 Type 2 certification, as well as with GDPR, CCPA, and HIPAA regulations.
