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
List authentication options DDL, List call logs, List meetings DDL, List users DDL, Update user status, Add meeting registrants, Create meeting, Create users, Create webinar, Create webinar registrantShow 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.
Streamline virtual customer engagement and build winning sales strategies with quick and easy Salesforce + Zoom integrations. With our low-code, 100% visual interface, any business user can rapidly stand up custom Salesforce + Zoom integrations, without relying on IT support. You can bi-directionally sync Salesforce + Zoom with any data source, including flat files (such as CSVs), webhooks, email, FTP, spreadsheets, and all your go-to tools (even using data within custom fields).
Need Salesforce + Zoom connectors to supercharge your sales and customer support teams? Our drag-and-drop builder makes it easy for you to connect your entire tech stack and flow data across all of your tools and teams. Take full control of your data to drive higher retention and conversion rates, boost virtual event attendance, and make your virtual engagement processes hyper-efficient.
Drive higher win rates, craft targeted virtual experiences, and boost customer satisfaction with powerful Salesforce + Zoom automation. You can design multi-step, automated workflows that prompt meetings with key prospects and customers, promote personalized customer interactions, and facilitate winning virtual engagement at scale.
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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