Salesforce and WordPress integration + automation

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

Uses

Sales, Marketing

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 >

Uses

Developers, All

Category

Developer Tools

Connector type

Tray Connector

Triggers

None

Operations

List categories, List categories DDL, List categories meta fields DDL, List comments, List comments meta fields DDL, List pages DDL, List posts, List posts DDL, List posts meta fields DDL, List search results

sean-passanisi

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

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Salesforce logoWordPress logo

Salesforce + WordPress

Integrate WordPress + Salesforce with ease

Boost sales productivity and take your CMS processes to the next level with robust Salesforce + WordPress integrations on the low-code Tray Platform. Our platform makes it easy to stand up API-level integrations quickly, without relying on IT. Tightly connect WordPress, Salesforce, and any other business-critical applications using our 100% visual, drag-and-drop builder.

Looking for Salesforce + WordPress connectors to make the absolute most of your CRM and CMS data? Our platform empowers you to effortlessly flow data wherever you need to drive efficiency and unsilo your tech stack. Bi-directionally sync Salesforce, WordPress, and any other data source, including flat files (such as CSVs), FTP, webhooks, email, and any cloud software—even using data within custom fields.

And easy integrations are only the beginning. You can also craft and deploy flexible, automated workflows to save hours of manual work and refocus on high-level strategy. Launch scalable WordPress + Salesforce automation to increase website traffic and book more meetings, faster.

Popular Customer Relationship Management (CRM) and Developer Tools Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

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

See Library
Pipeedrive a Tray.io partner

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

Read the Intercom blog
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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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