Salesforce and Totango integration + automation
Salesforce and Totango integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Totango connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Totango integrations
Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
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 Update
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Connector type
Tray Connector
See documentation
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 record
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Uses
Customer Success and Support
Category
Customer Success and Support
Triggers
None
Connector type
Tray Connector
Operations
Create touchpoint, Create/ update account attribute definitions, Create/ update account users, Create/ update account users attribute definitions, Create/ update accounts, Delete touchpoint, Delete user, Get processing status, List activity types, List activity types DDL
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