Salesforce and Streak integration + automation

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

Salesforce and Streak Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Get boxCreate commentList boxesAssign email to boxGet contactList current user's teamsAssign organisation to boxUpdate commentList comments (beta)Get organizationList organizationsUpdate pipelines of boxesand 33 more...

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.

Vice President, Business Systems
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