IntegrationsSalesforce + 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.
AutomationWinning Salesforce + Segment automation
Rapidly execute strategic campaigns at scale, drive faster follow-up and response times on leads and customer requests, and build winning sales and engagement processes with powerful Salesforce + Segment automation. We provide a wide array of pre-built connectors, data helpers, and custom logic operators, so you can easily design your own workflows that solve your unique needs and pain points.
You can sync game-changing customer insights with engagement and campaign tools to attract, convert, and win more customers. You can unify marketing, sales, and support teams with comprehensive usage and engagement metrics to swiftly engage and onboard new customers. You can build powerful multi-touch attribution processes to unlock deeper insights into the lead lifecycle and drive higher conversion rates. Whether you work in sales, analytics, customer support, marketing, demand generation, e-commerce, or any other part of your organization, you can stand up flexible Salesforce + Segment automation that kicks off limitless operations on any custom trigger.
Connect Salesforce + Segment with all of your other systems at the API level, including your ERP, analytics tools, data warehouse, customer support tools, virtual engagement tools, email, internal chat tools, web-chat tools, marketing automation platform, and IT management systems.
Use casesData-driven sales + engagement at scale
Drive robust, sophisticated processes that attract and retain more customers by connecting Salesforce + Segment with popular tools, including Zendesk, Firebase, Clearbit, HubSpot, Snowflake, Marketo, WordPress, NetSuite, and Jira. We pair ease-of-use with robust processing power, making our platform perfect for both business users and power users.
Need to sync customer profile data from Salesforce and product usage data from Segment with your web-chat tool to build hyper-personalized engagement? Need to enrich lead and customer records with data from Segment to prompt targeted follow-ups that drive higher conversion rates? Need to streamline your sales-to-support hand-off by syncing customer data from Segment + Salesforce with your helpdesk to minimize churn and boost retention? Any process you build will automatically scale to meet your changing data needs, thanks to our elastic, serverless architecture.
We built the Tray Platform with data security as a top priority, which is why we’re SOC 2 Type 2-certified and compliant with data privacy regulations, including GDPR, CCPA, and HIPAA.