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.
Popular Salesforce and Terminus integrations
Salesforce and Terminus Connector Details
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 32 more...
Connector TypeTray Connector
Operations
View documentationList parameter formatsList parameter formats DDLGet a parameter formatList linksList projectsList projects DDLRaw HTTP request (advanced)
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.
