Salesforce and Smartsheet integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Smartsheet connectors, which can connect to any service without the need for separate integration tools.
Get your revenue team on the same page with custom Salesforce + Smartsheet integrations on the low-code Tray Platform. Anyone can rapidly stand up Salesforce + Smartsheet integrations that connect any data source without needing IT support. Our platform gives you the power to shatter communication silos in your sales team and reimagine the way you collaborate.
Thanks to our 100% visual builder, it takes minutes to integrate all of your favorite tools. Using our Salesforce + Smartsheet connector, sync your CRM, project management software, and any data source in your tech stack, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud-based app, including data within custom fields.
There’s more to the Tray Platform than just custom integrations. You can also build custom Salesforce + Smartsheet automation that delivers your sales projects on-time and on-target. We make it easy to build multi-step automation that conserves hours of manual work, so you don’t have to copy-paste data into your spreadsheets by hand any longer. Now, you can improve sales productivity, drive pipeline, and do more, faster.
With custom Salesforce + Smartsheet automation, freely flow prospect and customer data across all of your most essential tools, such as your ERP, business intelligence software, helpdesk, marketing automation platform, and others. Because our platform connects software at the API level, you can take any combination of apps, drag-and-drop to connect them, and orchestrate powerful multi-step workflows. With Salesforce + Smartsheet automation, you can make collaboration hyper-efficient and do more, faster.
We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design your automated workflows to meet any use case, no matter how unique. Now, you can export and share critical sales data in your project management tool. You can auto-update project cards in real-time as you update leads and opportunities in your CRM. Or, you can bi-directionally sync Salesforce and Smartsheet to dynamically refresh account details, plan territories, and forecast sales budgets.
Business users in sales operations, marketing, customer service, and many other roles across the organization use our platform to build Salesforce + Smartsheet automation to scale their sales work management processes.
Business users can start building integrations in minutes. Power users also depend on the Tray Platform to handle robust data jobs that run billions of events every day. Additionally, we built our platform on elastic, serverless architecture, so we scale without limits as your data needs evolve.
Build a unified sales project management system with advanced Salesforce + Smartsheet automation. Need to streamline collaboration by automatically updating projects in Smartsheet with real-time information from Salesforce? Need to get end-to-end visibility into sales metrics by connecting Salesforce and Smartsheet with your data warehouse and BI platform? Need to reinvent your deal desk and other sales approvals processes by updating Smartsheet whenever you trigger a stage change in Salesforce? The possibilities are endless since the Tray Platform also integrates important tools such as HubSpot, Zendesk, Jira, DocuSign, Calendly, Mailchimp, NetSuite, Zoom, Slack, and many others.
Security experts at leading firms trust us with their most sensitive data. We’re SOC 2 Type 2-certified and fully compliant with key enterprise-grade security standards such as GDPR, CCPA, and HIPAA.
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.