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
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
Uses
Customer Success and Support
Category
Connector type
Tray Connector
Triggers
None
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
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.
Tray.io is the leader in low-code automation
Popular Customer Relationship Management (CRM) and Customer Success and Support Connectors
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The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
How to Automate Lead-to-Account Matching
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Streamline strategic sales with an automated deal desk
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Sales ops best practices
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Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by auto-uploadin...
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