Zendesk Sell and Salesforce integration + automation
Zendesk Sell and Salesforce integrations couldn’t be easier with the Tray Platform’s robust Zendesk Sell and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Uses
Sales
Category
Connector type
Tray Connector
Triggers
None
Operations
Delete call, Delete contact, Delete deal, List lead fields, List deal associated contacts, Create call, Create contact, Create deal, Create lead, Create noteShow all
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
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.
Tray.io is the leader in low-code automation
Zendesk Sell + Salesforce
Rapidly integrate Salesforce + Zendesk Sell
Drive more leads, conversions, and revenue, even across multiple CRMs with quick and easy Salesforce + Zendesk Sell (formerly Base) integrations. You can use our low-code interface to bi-directionally sync Salesforce + Zendesk Sell with any data source, without relying on IT support. Easily connect with flat files (such as CSVs), webhooks, FTP, email, spreadsheets, and all of your favorite cloud-based tools (you can even use data within custom fields).
Need Salesforce + Zendesk Sell connectors to sync critical lead and account data across multiple CRMs? Any business user can use our 100% visual, drag-and-drop builder to stand up custom Salesforce + Zendesk Sell integrations that make data management easy and reliable. Connect your entire tech stack and flow data across all of your tools and teams to boost productivity across your entire workforce.
Follow-up with leads faster and drive alignment with powerful, multi-step Salesforce + Zendesk Sell automation. The Tray Platform makes it easy for you to design your own custom, automated workflows that swiftly flow updates across distributed sales teams, equip reps with real-time customer insights, and maximize workplace efficiency.
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