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.
Popular Salesforce and Outreach integrations
Salesforce and Outreach Connector Details
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
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
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
Connector TypeTray Connector
Operations
View documentationDelete taskList prospectsAdd prospect to sequenceCreate accountCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate prospectCreate sequenceCreate sequence stateand 74 more...
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.
