Salesforce and Paylocity integration + automation

Salesforce and Paylocity integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Paylocity 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

HR

Category

Human Resources Information Systems (HRIS)

Connector type

Tray Connector

Triggers

None

Operations

Delete earning, Update employee, Add employee to onboarding, Create employee, Create local tax, Get company specific schema, Create staged employee, Create/Update earning, Create/Update employee benefit setup, Create/Update non-primary state taxShow 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

Salesforce + Paylocity integrations made easy

The low-code Tray Platform empowers anyone to stand up robust custom Salesforce + Paylocity integrations that drive revenue and supercharge your payroll and HR processes. Our 100% visual, drag-and-drop builder lets you rapidly sync data across any combination of systems in your tech stack, any data source (including flat files such as CSVs), and any cloud software, even using data within custom fields. Achieve all of this with minimal help from IT. 

Need a Salesforce + Paylocity connector to orchestrate powerful HR and payroll + CRM integrations that free your team of manual tasks and refocus their efforts on driving revenue? With the Tray Platform, you can bi-directionally sync data and freely flow all your mission-critical data around payroll, invoices, benefits, deductions, and more across your entire tech stack. 

And why stop with integrations? Our platform also allows you to design powerful, multi-step Salesforce + Paylocity automation to unsilo your CRM, payroll, and HR processes. Craft your automated workflows however you like, combining any tools and logic you need to manage payroll, calculate bonuses, and provision users across your team. 

tray-control-automation

Unlimited Salesforce + Paylocity automation

Now anyone in your organization—from sales to revenue operations to HR to accounting to finance and more—can rapidly craft powerful Salesforce + Paylocity automation. Connect Salesforce + Paylocity at the API level to kick off unlimited operations between any of your go-to tools or applications, including your ERP, accounting software, HRIS, collaboration platform, BI tools, project management platform, and much more.  

Accelerate expense and reimbursement approvals by automatically notifying relevant stakeholders. Sync employee benefits across multiple systems without relying on manual data entry. Seamlessly expand your pipeline and up-sell accounts while streamlining billing and invoicing. Anyone can become a Citizen Automator using the Tray Platform. 

Our full library of pre-built connectors, data helpers, and custom logic operators empowers you to design tailor-made automated processes that meet your exact sales, HR, and payroll needs. Reduce manual data entry and re-ignite your sales creativity and strategy. 

Tray Embedded enables teams to scale and increase retention

Next-level Salesforce + Paylocity use cases

Any business user can easily build Salesforce + Paylocity integrations on the Tray Platform. Technical users also love utilizing our platform to execute heavy-duty data jobs that touch billions of records daily. Plus, all your workflows will scale as your data needs evolve, thanks to our elastic, serverless architecture.

Now, you can stand up next-level Salesforce + Paylocity automation to reimagine and reinvigorate your HR and sales processes. Need an automated employee onboarding experience that flows data from Paylocity to provision users across Salesforce and any number of domain-specific tools? Need to auto-sync employee payroll information such as taxes, deductions, time-off, bonuses, and more across multiple systems? Need to facilitate a smooth onboarding and offboarding experience by provisioning and de-provisioning users automatically? There are no limits to what the Tray Platform can integrate since we also connect popular tools, including HubSpot, Slack, Asana, Zendesk, Jira, Marketo, QuickBooks, 8x8, Dropbox, ADP, Shopify, Smartsheet, and many others.

IT professionals and security experts trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.

Popular Customer Relationship Management (CRM) and Human Resources Information Systems (HRIS) Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

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
hot-topics-blog-header-3@2x

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
hot-topics-blog-header-3@2x

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog

Get a Demo

Select the type of demo you’d like

Offer Type (multiple choice)
Privacy policy

Powered by

Customer case studies with Tray.io