Salesforce and Segment integration + automation

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

Product, Marketing

Category

Customer Data Platform (CDP)

Connector type

Tray Connector

Triggers

On user alias, On user identify, On all messages, On event track, On group track, On page track, On screen trackShow all

Operations

On user alias, On user identify, On all messages, On event track, On group track, On page track, On screen trackShow 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 logoSegment

Salesforce + Segment

Salesforce + Segment integrations made easy

Win more deals, personalize outreach on hot leads, and build competitive, data-driven sales strategies with quick and easy Salesforce + Segment integrations. Any business user can use our 100% visual, drag-and-drop builder to rapidly stand up custom integrations that bi-directionally sync Salesforce + Segment with any data source, without relying on IT support. You can connect with email, FTP, webhooks, flat files (such as CSVs), spreadsheets, and all of your cloud-based tools, even using data within custom fields.

Need Salesforce + Segment connectors to flow real-time customer insights across your sales teams? You can take full control of your data by connecting your entire tech stack and standing up integrations that boost strategic sales alignment, drive targeted engagement, and increase conversion, retention, and win rates.

You can seamlessly equip your sales teams with actionable, competitive customer insights by building powerful Salesforce + Segment automation. Our platform makes it easy to design your own multi-step, automated workflows that generate valuable data visualizations for sales teams, unlock deeper analytics by combining customer data from multiple sources, and make customer engagement swift, personalized, and hyper-efficient.

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

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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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipeedrive a Tray.io partner

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.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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