SalesRabbit and Salesforce integration + automation

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

SalesRabbit and Salesforce Connector Details

SalesRabbit

SalesRabbit

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UsesSales
CategorySales Enablement
Triggers
List forms DDLList lead statuses DDLList model IDs DDLSingle form webhookWebhook
Connector TypeTray Connector
Operations
Create leadGet accountCreate userDownload lead file attachmentGet leadGet orgGet organization structureGet subscriptionList usersGet userList lead custom fieldsList lead statuses
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Salesforce logo

Salesforce

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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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
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