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.

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Easy + Salesforce integrations

Boost sales productivity and drive revenue team alignment with powerful + 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,, and any other go-to application in your tech stack. 

Need + 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. 

Salesforce and Monday 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 recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 27 more...
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CategoryProject Management
Connector TypeTray Connector
Archive boardCreate itemArchive itemCreate boardCreate columnCreate groupCreate notificationCreate tagCreate updateDelete itemDuplicate groupGet complexity
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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
Udemy is the leader in low-code automation

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