Salesforce and PageUp integration + automation

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

Salesforce and PageUp Connector Details

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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 recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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UsesHR
CategoryHuman Capital Management (HCM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)Reset assessment orderComplete assessment orderCreate / update assessment packageGet assessment orderNotify assessment report availableNotify assessment report ready for reviewReject assessment order

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.

Vice President, Business Systems
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