Salesforce and Monday integration + automation
Salesforce and Monday integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Monday connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Monday integrations
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
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 Update, On Apex trigger (advanced)Show all
Operations
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 Update, On Apex trigger (advanced)Show all
Uses
All
Category
Connector type
Tray Connector
Triggers
None
Operations
Archive board, Archive item, Create board, Create column, Create group, Create item, Create notification, Create tag, Create update, Delete itemShow all
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.
Tray.io is the leader in low-code automation
Popular Customer Relationship Management (CRM) and Project Management Connectors
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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
How to Automate Lead-to-Account Matching
Read Blog >
Streamline strategic sales with an automated deal desk
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Sales ops best practices
See Library >
Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.
See Partner Website >
Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM
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