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.

Salesforce and Outreach Connector Details

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Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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Outreach logo

Outreach

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UsesSales
CategorySales Enablement
Triggers
Webhook
Connector TypeTray Connector
Operations
Delete taskList prospectsAdd prospect to sequenceCreate accountCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate prospectCreate sequenceCreate sequence stateand 74 more...
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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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy

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