Salesforce and Rejoiner integration + automation
Salesforce and Rejoiner integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Rejoiner 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
Uses
E-Commerce
Category
Connector type
Tray Connector
Triggers
None
Operations
Add customer to list, Convert customer, List contacts, Get customer, List email lists, List email lists DDL, Raw HTTP request (advanced), Record customer opt in, Update customer
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.
Tray.io is the leader in low-code automation
Popular Customer Relationship Management (CRM) and Email Connectors
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Transforming over 47,000+ organizations
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
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.
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