Salesforce and Toggl integration + automation

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

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Salesforce

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Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

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

Operations

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

See documentation >

Toggl

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Uses

All

Category

Scheduling and Time Tracking

Connector type

Tray Connector

Triggers

None

Operations

List workspace groups, Get detailed report, Delete multiple projects, Create time entry, Create project, Delete project, Get client details, Get project, List workspaces DDL, List client projects

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 - Senior Manager, Sales and Marketing Operations