List sheets DDL, Find webhook by URL, Enable webhook, Webhook
Add image to cell, Add row, Attach URL to row, Attach file to row, Copy rows, Create discussion on row, Get column, Get row, Get sheet, List columns
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
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
By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.
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.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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