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.
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.
Now anyone in sales, marketing, customer support, HR, finance, IT, revenue operations, and many other teams across the organization can rapidly scale your CRM and ERP processes with custom NetSuite + Salesforce automation. Take full control of your NetSuite and Salesforce data to grow revenue and improve data governance and data hygiene. Architect seamless, automated workflows to kickoff any operation based on any custom trigger.
There are infinite possibilities with the Tray Platform. For example, you can sync ERP data across your CRM to automate quote-to-cash process approvals. You can frictionlessly scale order fulfillment by integrating your e-commerce and ERP tools. Or, you can unify your CRM and ERP data with other tools in your tech stack to create powerful, real-time reports and more-accurate financial forecasts.
With the Tray Platform, anyone can design and deploy custom automation that deeply connects NetSuite, Salesforce, and any other mission-critical software, including your marketing automation platform, helpdesk, business intelligence tool, accounting software, customer data platform, e-commerce platform, internal chat tool, email tool, payment processing platform, data warehouse, and many more.
Business users love utilizing the Tray Platform to design game-changing integrations in minutes. Power users love our platform, too, because it can manage heavy-duty data jobs pushing billions of records daily. Also, thanks to our elastic, serverless architecture, your workflows will always scale automatically with your changing data needs.
Tightly align your go-to-market teams and streamline pre- and post-sales collaboration with advanced Salesforce + NetSuite automation. Need to enable sales to win more deals with deep insights from holistic, real-time dashboards by flowing CRM and ERP data into your analytics stack? Need to streamline record reconciliation and de-duping to improve data hygiene? Need to accelerate the quote-to-cash process by auto-alerting key stakeholders around signatures and approvals? The Tray Platform is flexible enough to handle any use case since we integrate with any business-critical application, including HubSpot, Zendesk, Marketo, Power BI, Tableau, ADP Workforce Now, LinkedIn, Slack, Asana, and many others.
Our platform’s enterprise-grade security means IT experts trust us with even their most sensitive data. We’re SOC 2 Type 2-certified and fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.
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.