Salesforce and Terminus integration + automation

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

Salesforce and Terminus Connector Details

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
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
Batch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
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CategoryAccount-Based Marketing
Connector TypeTray Connector
List parameter formatsList parameter formats DDLGet a parameter formatList linksList projectsList projects DDLRaw HTTP request (advanced)
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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
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy is the leader in low-code automation

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