Salesforce and Snowflake integration + automation

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

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Salesforce, + Snowflake

Powerful Snowflake + Salesforce integrations

Unify, manage, and analyze your CRM data at scale with custom Snowflake + Salesforce integrations with the low-code Tray Platform. Any business user can use our 100% visual interface to deeply connect any data source—without needing extensive IT support.

Our platform gives you the power to drag and drop together seamless integrations between any of your most essential applications. You can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud-based application (even using data within custom fields).

Why stop with just integrations? Anyone can use the Tray Platform to deploy custom Snowflake + Salesforce automation to centralize their CRM data and unlock insights that drive sales productivity. Using powerful, multi-step workflows, you can dynamically push, pull, and manage Salesforce data across your data warehouse. Now, you can use our platform to tap into analytics that improve collaboration, drive sales pipeline, and scale mission-critical sales processes.

Dynamic Snowflake + Salesforce automation

While Snowflake + Salesforce connectors are already quite powerful, you’ll also need dynamic, multi-step automation to take full control of your CRM data. The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can launch customized automation for your exact specifications.

Now, you can orchestrate custom Snowflake + Salesforce automation that kicks off any operation, reacting to any custom trigger. For example, you can freely flow data for leads, opportunities, and accounts across Snowflake and any other tool. You can improve campaign execution by dynamically pulling Salesforce data whenever you need. Or, you can flexibly extract, transform, and load (ETL) CRM data to rapidly analyze your sales data.

Anyone in sales, sales operations, marketing, customer support, revenue operations, IT, and any other team across the organization can become a citizen automator and improve process efficiency. Our platform makes it easy to connect any tool in your tech stack, including your marketing automation platform, ERP, internal chat tool, business intelligence platform, sales engagement software, content management system, managed services software, customer data platform, and more.

Heavy-duty Snowflake + Salesforce use cases

Business users love utilizing the Tray Platform to build Snowflake + Salesforce in minutes. Power users love utilizing our platform to handle heavy-duty data jobs that process billions of records daily. And regardless of how your data priorities evolve, our elastic, serverless architecture ensures that your workflows scale without limits.

Unsilo your CRM data with next-level Snowflake + Salesforce automation. Need to create a centralized CRM database by flowing data for leads, deal context, SDR notes, and pipeline details into Snowflake? Need to pull Salesforce data from your data warehouse to provide sales reps with full context and accelerate deal cycles? Need to improve sales execution by using historical sales data to better define your ideal customer profile? The Tray Platform can automate any use case since we also connect popular tools such as Jira, Zendesk, Slack, Power BI, ServiceNow, WordPress, Segment, Outreach, NetSuite, DocuSign, Marketo, HubSpot, and many others.

We offer enterprise-grade security that IT teams trust. Our platform is SOC 2 Type 2-certified and compliant with critical data privacy regulations such as GDPR, CCPA, and HIPAA.