SalesforceIQ and Close integration + automation

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

SalesforceIQ and Close Connector Details

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SalesforceIQ

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists
UsesSales
CategoryContact Management
Connector TypeTray Connector
Operations
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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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
Udemy

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