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.
Popular Zendesk Sell and Salesforce integrations
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
Marketing, Sales
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.
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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
How to Automate Lead-to-Account Matching
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Streamline strategic sales with an automated deal desk
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Sales ops best practices
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