Customer Relationship Management (CRM)
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
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
Download document, Get multiselect field, Perform record action, Create document, Create object, Delete object, Get object, Get object metadata, List objects, Raw HTTP Request (Advanced)Show all
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.
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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