Salesforce and Slack integration + automation

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

Popular Salesforce and Slack integrations

Uses

Marketing, Sales

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

All

Category

Collaboration

Connector type

Tray Connector

Triggers

On Slack event, On action (button or menu click), On slash commandShow all

Operations

Add reminder, Archive conversation, Conversation exists?, Create conversation, Create pin, Delete scheduled message, Generate channel name, Get conversation info, Get user, Get user by emailShow 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
With the Tray platform you can connect any web service

Tightly integrate Salesforce and Slack

Bring your Salesforce and Slack instances even closer together with fast and easy Salesforce + Slack integrations on the low-code Tray Platform. Using our 100% visual, easy-to-use interface, anyone can stand up their own custom integrations between Salesforce, Slack, and any other data source, without needing IT support. 

Drag-and-drop together powerful integrations between Salesforce, Slack, and the rest of your tech stack. We can connect to your favorite cloud-based tools (even using data within custom fields), flat files (such as CSVs), FTP, webhooks, email, and databases. Don’t be restricted by inflexible native integrations. Use the Tray Platform to sync Salesforce and Slack data bi-directionally. 

But why stop there? With the Tray Platform, you can stand up flexible, multi-step Salesforce + Slack automation to free your revenue teams from manual work, empowering them to focus on projects that drive revenue for the business. Now, you can create limitless, hyper-efficient processes that are tailor-made to your business needs.

tray-control-automation

Low-code Salesforce + Slack automation

You don’t need to be a seasoned developer to build custom Salesforce + Slack automation. Our library of pre-built connectors, logic-based operators, and data helpers ensure you can build processes that address your unique challenges. Not only can we connect Salesforce + Slack, but we can integrate all of your essential cloud-based tools, including your marketing automation platform, customer support system, customer data platform, web chat tools, and sales engagement tools.

Whether you work in sales, marketing, customer support, revenue operations, or any other role across the organization, you can create automated workflows that flow data across Salesforce, Slack, and the rest of your tech stack.

Your team can build processes that send alerts whenever a customer engages with an email, reports a support issue, or nears their churn date. Your team can also share sales win and loss notes in a public channel to boost sales marketing-alignment. With the Tray Platform, your team can trigger any number of automated processes that boost efficiency and drive revenue.

Tray Embedded enables teams to scale and increase retention

Supercharge your revenue stack

Business users love using the Tray Platform to stand up custom Salesforce + Slack integrations in minutes. And technical experts also rely on our platform to handle heavy-duty data projects that touch billions of events every day. Our elastic, serverless architecture ensures that your workflows always scale dynamically with your data usage. 

Today, Salesforce + Slack power users are building high-impact workflows that keep their teams closely aligned and ensure a seamless sales motion. Need to remind your sales team when they don’t update an opportunity after a call? Need to share weekly attainment reports with your sales development reps to help them reach their quota? Need to connect Salesforce, Slack, and any other tool, including Salesforce Chatter, Microsoft Teams, Jira, Zendesk, and Outlook? There’s no limit to what you can build on the Tray Platform.

We’ve built the Tray Platform with security as our top priority. We’re SOC 2 Type-2 certified and compliant with enterprise-grade data privacy regulations such as GDPR and CCPA.

Popular Customer Relationship Management (CRM) and Collaboration Connectors

Make anything happen See Tray.io in action

Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

  • AdRoll
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  • Digital Ocean is a happy customer of Tray.io
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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

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