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.

Popular Salesforce and Workfront 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

See documentation >

Uses

All

Category

Project Management

Connector type

Tray Connector

Triggers

None

Operations

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

See documentation >
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

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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 logoWorkfront logo

Salesforce, + Workfront

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. 

Popular Customer Relationship Management (CRM) and Project Management 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

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