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
Finance and Accounting, HR
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.
Need SAP ERP + Salesforce connectors to accelerate onboarding, drive lead conversion, and fuel business growth? The low-code Tray Platform empowers anyone to stand up custom integrations in minutes, without relying on IT. Just use our 100% visual builder to drag and drop together SAP ERP, Salesforce, and any other go-to application in your tech stack.
Our platform’s API-level connections let you tightly connect any business-critical tool to seamlessly flow data wherever you need. Bi-directionally sync any data source, including flat files (such as CSVs), email, FTP, webhooks, and any cloud software—even using data within custom fields. Now, you can unsilo your tech stack and take full control of your CRM and ERP data.
And easy integrations are just the beginning. Streamline mission-critical processes to grow pipeline faster than ever with powerful SAP ERP + Salesforce automation. Design and deploy dynamic, multi-step, automated workflows to save hours of manual work, maximize productivity, and refocus on boosting customer retention and turbo-charging the sales cycle.
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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