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.

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Segment
Integrations

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.

Salesforce and Segment Connector Details

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Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Segment

Segment

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UsesProduct, Marketing
CategoryCustomer Data Platform (CDP)
Triggers
On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track
Connector TypeTray Connector
Operations
Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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