Salesforce and Workfront integration + automation

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

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Workfront logo
Integrations

Fast Workfront + Salesforce integrations

Take your sales productivity to new heights with custom Workfront + Salesforce integrations on the low-code Tray Platform. Our platform empowers you to connect Workfront + Salesforce and any data source, including flat files (such as CSVs), email, FTPs, webhooks,  and any other cloud-based tool—even using data within custom fields.

You don’t need extensive technical experience to bi-directionally sync your CRM, project management platform, and any of your go-to SaaS tools at the API-level. Need Workfront + Salesforce connectors to execute key sales processes with hyper-efficiency? Now, you can take control of your CRM and project data and flow it anywhere across your revenue stack.

Why stop with integrations? The Tray Platform also empowers you to build custom Workfront + Salesforce to boost sales productivity and onboard customers faster. You can scale mission-critical sales processes and minimize manual work using flexible, multi-step workflows. Now, you can harness the power of low-code automation to drive seamless sales execution, win more deals, and boost revenue. 

Salesforce and Workfront Connector Details

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Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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Workfront

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UsesAll
CategoryProject Management
Connector TypeTray Connector
Operations
Create documentCreate objectDelete objectDownload documentGet multiselect fieldGet objectGet object metadataList objectsPerform record actionRaw HTTP request (advanced)Update objectUpload document
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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