Salesforce and Salesloft integration + automation

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

Sales

Category

Sales Enablement

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

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

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
Salesforce logoSalesloft - Icon

Salesforce + Salesloft

Dynamic SalesLoft + Salesforce integrations

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. 

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The Tray Platform is...

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Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

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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

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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

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