Salesforce and Zendesk integration + automation

Salesforce and Zendesk integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Zendesk 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

Customer Success and Support, All

Category

Customer Success and Support

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

WebhookShow 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

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 logoZendesk logo

Salesforce + Zendesk

Powerful Salesforce + Zendesk integrations

Resolve more issues, faster with custom Salesforce + Zendesk integrations on the low-code Tray Platform. Any business user can easily stand up API-level integrations between their CRM, helpdesk, and any other data source—without needing extensive IT support.

Using our 100% visual builder, we make it easy to drag and drop together seamless integrations between any number of applications. You can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud-based application—even using data within custom fields. Now, you can rapidly launch sophisticated integrations and take full control of your IT and lead data.

There’s more to the Tray Platform than just integrations. We also empower you to build custom Salesforce + Zendesk automation to take your issue resolution to the next level. Even if you don’t have technical experience, you can build dynamic, multi-step workflows that scale mission-critical IT processes. Now, you can drive retention, boost agent productivity, and improve the customer experience.

Popular Customer Relationship Management (CRM) and Customer Success and Support Connectors

Make anything happen See Tray.io in action

Transforming over 47,000+ organizations

cisco
Segment
Eventbrite
Udemy
eHealth - Full
HackerOne
Arm
Mixpanel
Typeform
Thryv

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

Read Blog
hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

Read Blog
sales marketing mix

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
hot-topics-blog-header-3@2x

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog

Get a Demo

Select the type of demo you’d like

Offer Type (multiple choice)
Privacy policy
Customer case studies with Tray.io