Salesforce and NetSuite integration + automation

Salesforce and NetSuite integrations couldn’t be easier with the Tray Platform’s robust Salesforce and NetSuite connectors, which can connect to any service without the need for separate integration tools.

New

🎉 Automate and integrate faster than ever - and at scale - with our latest launch!

We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

On Apex trigger (advanced), 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 UpdateShow all

Operations

Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all

See documentation >

Uses

Finance and Accounting, HR

Category

Connector type

Tray Connector

Triggers

None

Operations

Create record, Delete record, Filter Records (advanced query), Find records, Find records DDL, Get field for replace DDL, Get record, List field options, List field options DDL, List record fieldsShow all

See documentation >
sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoNetSuite logo

Salesforce + NetSuite

Easy Salesforce + NetSuite integrations

Onboard customers faster, streamline your supply chain, and fuel business growth with custom Salesforce + NetSuite integrations on the low-code Tray Platform. Our platform makes it easy to bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Rapidly unsilo all of your go-to applications and seamlessly flow data wherever you need. 

Our platform empowers you to stand up API-level connections in minutes, without relying on IT. Need Salesforce + NetSuite connectors to tightly connect any go-to application at the API level? Just use our 100% visual builder to drag and drop together NetSuite, Salesforce, and any other go-to application in your tech stack. Now, you can save hours of manual work and refocus on efficiently driving revenue. 

And no need to stop with integrations. The Tray Platform also lets you build robust Salesforce + NetSuite automation to unlock data-driven insights. Craft automated workflows to maximize sales productivity, improve revenue team alignment, improve the customer experience, and boost customer retention. 

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Transforming over 47,000+ organizations

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

See Library
Pipeedrive a Tray.io partner

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 a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

Read the Intercom blog
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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog