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.
Popular Salesforce and Rejoiner integrations
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
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
All
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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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
How to Automate Lead-to-Account Matching
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Streamline strategic sales with an automated deal desk
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Sales ops best practices
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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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Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM
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