Salesforce and Monday integration + 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. 

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.