Salesforce and Unit4 integration + automation
Salesforce and Unit4 integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Unit4 connectors, which can connect to any service without the need for separate integration tools.
Salesforce and Unit4 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...
Minor Configuration Required
To get data in and out of Salesforce and Unit4, use one of our generic connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder
While it takes a little more time up front - we suggest using Connector Builder to make it faster to build Salesforce and Unit4 integrations down the road.
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.
