Salesforce and Outreach integration + automation

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

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

Sales

Category

Sales Enablement

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

Update opportunity stage, Update prospect, Update sequence, Update stage, Add prospect to sequence, Create account, Create call, Create call disposition, Create call purpose, Create compliance requestShow 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
With the Tray platform you can connect any web service

Easy Salesforce + Outreach integrations

Make your sales organization faster and more efficient with custom Salesforce + Outreach integrations. The low-code Tray Platform gives anyone the power to stand up custom integrations across your entire sales stack and with any other data source, including flat files (such as CSVs), email, FTP, and even data within custom fields. 

Even business users with limited technical experience can create Outreach + Salesforce API integrations in minutes, without IT support. Our visual, drag-and-drop builder makes it easy to sync all your important sales data, including contacts, opportunities, and custom outbound sequences, across your CRM, sales engagement tools, and everywhere else.

Once you’ve integrated your sales stack, you can tighten up your prospecting and close the loop on qualified leads with custom Salesforce + Outreach automation. Winning sales teams know that speed is essential for winning deals, and that following up faster to initial interest means more conversions. With the Tray Platform, you can build Outreach + Salesforce automation that delivers instant, hyper-personalized follow-up and books more meetings.

tray-control-automation

Win with Outreach + Salesforce automation

Good sales organizations understand the importance of software to their operations. However, great software teams understand that spending hours on manual data entry in software eats into sales productivity and ultimately, into their win rate. 

With custom Outreach + Salesforce automation, your sales team can skip the manual work and connect your CRM and sales engagement with every other tool in your revenue stack. Now, you can bi-directionally sync all your lead, contact, opportunity, and sequence records to keep everything auto-refreshed. Using our Salesforce and Outreach connectors to automate custom outbounding and follow-ups, your sales team can ensure you’re always reaching out to the right prospect at the right time with the right context.

Business users in sales, revenue operations, and any other team across the organization can use our platform to create custom automation they need to drive more conversions, win more deals, and uplevel their data governance. Use our platform’s full set of pre-built connectors, data helpers, and custom logic operators to create the exact automated workflows you need for your specific use cases.

Tray Embedded enables teams to scale and increase retention

Advanced Salesforce + Outreach automation

Business users love connecting their most important sales and revenue tools with the Tray Platform to improve their sales motion. Technical users love how the platform is robust enough to push billions of events every day. And enterprises understand the importance of having a platform built on elastic, serverless architecture that scales with their evolving data needs.

The Tray Platform has the power and the flexibility to automate even sophisticated use cases. Need to create an automated round robin lead assignment system that fairly distributes leads among your SDR team? No problem. But you can also automate advanced use cases, such as embedding calendar-based meeting tools directly into your website and auto-sync calendar bookings to update Salesforce records and customized Outreach sequences. You can automate any use case by connecting important tools such as Pardot, Asana, Zendesk, Slack, Salesforce Service Cloud, Netsuite, Marketo, Jira, Wordpress, HubSpot, Magento, Mailchimp, and Intercom, among many others.

Security experts trust the Tray Platform’s platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and compliance with important data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Customer Relationship Management (CRM) and Sales Enablement Connectors

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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

Read Blog
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Streamline strategic sales with an automated deal desk

Read Blog
sales marketing mix

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

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