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.

Zendesk Sell
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Integrations

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.

Zendesk Sell and Salesforce Connector Details

Zendesk Sell

Zendesk Sell

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UsesSales
CategoryProject Management, Customer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete contactGet orderCreate contactDelete dealDelete leadDelete productList deal associated contactsCreate callCreate dealCreate leadCreate noteCreate orderand 18 more...
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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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