Customer Relationship Management (CRM)
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
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
Create account, Create bulk job, Create bulk job data, Create cadence membership, Create call, Create custom field, Create import, Create note, Create person, Create person stageShow all
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.
Supercharge sales productivity and improve engagement rates with custom SalesLoft + Salesforce integrations. The low-code Tray Platform’s 100% visual builder makes it easy to connect any data source at the API level, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud tool (even using data within custom fields).
You don’t need to rely on IT to rapidly connect your CRM, sales engagement platform, or any other tool in your revenue stack. You have the power to drag and drop together flexible integrations that seamlessly flow your lead and campaign data anywhere you need.
Why stop with integrations? You can also use the Tray Platform to build custom SalesLoft + Salesforce integrations to scale mission-critical sales processes and win more deals. We give you the power to launch dynamic, multi-step workflows so you can streamline outreach and make your sales organization hyper-efficient. Now, you can use our platform to accelerate response times, improve data governance, and drive sales pipeline.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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