ServiceNow and Salesforce integration + automation

ServiceNow and Salesforce integrations couldn’t be easier with the Tray Platform’s robust ServiceNow and Salesforce connectors, which can connect to any service without the need for separate integration tools.

Popular ServiceNow and Salesforce integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

Create incident, Create table record, Create user, Delete table record, Delete user, Get incident, Get instance URL, Get table record by ID, Get user by ID, Get user by usernameShow all

See documentation >

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

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 Update, On Apex trigger (advanced)Show all

Operations

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 Update, On Apex trigger (advanced)Show 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

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Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

On-demand Salesforce + ServiceNow integrations

Deliver a seamless customer experience with Salesforce + ServiceNow integrations on the low-code Tray Platform. Our visual, drag-and-drop workflow builder empowers anyone to stand up the custom integrations they need without extensive IT support. It’s never been easier to connect your customer workflows in ServiceNow, your CRM, and any other data sources across your tech stack.

Now, you can drive fierce customer loyalty by syncing customer issues and any other data bi-directionally between Salesforce, ServiceNow, and other systems. We can connect any data source, including all your favorite cloud-based tools (and any data within custom fields), flat files such as CSVs, FTP, webhooks, and more. 

And custom integrations are just the beginning. You can use our Salesforce + ServiceNow connectors to create powerful, multi-step automated processes that flow data across your stack and trigger unique actions in each system. With the Tray Platform, you can take full control of your data and build processes tailor-made to your business needs.

Robust Salesforce + ServiceNow automation

Use the Tray Platform to design automated processes that move data through Salesforce, ServiceNow, and any other go-to SaaS tool, including your marketing automation platform, support tools, web chat tools, data warehouses, and more. Build any process and connect to any tool thanks to our library of pre-built connectors, data helpers, and logic-based operators. 

Harness the power of automation to spend less time making manual data updates in multiple systems and more time making your customers happier. If you work in support, sales, marketing, revenue operations, or any other role across the business, you can design your own automated workflows in minutes. 

Start automating routine work today and refocus your time on strategic, high-level projects. You can drive retention by keeping account managers up-to-date with the latest customer tickets, send alerts when specific issues arise, personalize your support with context from your CRM, and so much more.

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Tray Embedded enables teams to scale and increase retention

Salesforce + ServiceNow data jobs are a breeze

Anyone, regardless of their technical expertise, can stand up the custom Salesforce + ServiceNow automation they need. Meanwhile, power users can architect massive data jobs and other heavy-duty processes that touch billions of records daily. And our elastic, serverless architecture ensures that your workflows will scale with you as your data needs evolve.

Now, you can automate any Salesforce + ServiceNow process. Need to sync issues and other context from support calls from ServiceNow into Salesforce to help your account team understand the current status of a customer? Need to surface deal information directly inside a ticket? Need to design custom logic that moves data between Salesforce, ServiceNow, and other tools, including Jira, Zendesk, Workday, Oracle Bronto, and more? 

The Tray Platform can unsilo your data and supercharge process efficiency. Plus, we’re SOC 2-certified and compliant with critical data privacy regulations such as GDPR, CCPA, and HIPAA. Security experts trust us to handle even their most sensitive data.

Popular Customer Relationship Management (CRM) Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access