IntegrationsPowerful 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.
AutomationUnlimited Salesforce + Zendesk automation
While Salesforce + Zendesk connectors are already quite powerful, you’ll also need flexible, multi-step automation to fully streamline your issue resolution at scale. The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to meet any use case.
Anyone in customer support, IT, sales, revenue operations, and many other teams across the organization can use our platform to improve efficiency and accelerate issue resolution. Now, you can orchestrate custom Salesforce + Zendesk automation between any tool in your tech stack, kicking off an unlimited variety of operations. For example, you can completely streamline the sales-to-support handoff with automation. You can dynamically create Zendesk tickets whenever you update Salesforce objects. Or, you can automatically sync data between your CRM, helpdesk, and the rest of your tech stack to ensure your customer data is always up-to-date.
The Tray Platform empowers you to connect Zendesk, Salesforce, and any other tool, including your managed services software, internal chat tool, business intelligence platform, ERP, marketing automation platform, data warehouse, e-commerce software, video conferencing tool, project management platform, e-signature software, and more.
Use casesResolve more issues at scale with automation
The Tray Platform is easy enough for business users to build Salesforce + Zendesk integrations in minutes. Our platform is also powerful enough for technical users to run heavy-duty data jobs that push billions of records daily. And regardless of how your data priorities change, our elastic, serverless architecture ensures that your workflows scale without limits.
Deliver an exceptional customer experience and onboard new customers faster with advanced Salesforce + Zendesk automation. Need to provide sales reps with visibility into which accounts contain open tickets to better align your sales and support team? Need to streamline customer onboarding by auto-syncing deal context and implementation details? Need to create an end-to-end repository of customer support data by flowing historical tickets, customer records, agent notes, and documentation into your data warehouse? The Tray Platform can automate any use case since we also connect popular tools such as Slack, Marketo, ServiceNow, Jira, HubSpot, Power BI, DocuSign, NetSuite, Asana, Microsoft Azure, and many others.
IT experts trust our platform’s enterprise-grade security, including SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.
