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.

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.

Automation

Flexible Salesforce + Zendesk Sell automation

Accelerate your sales and marketing processes, ensure data hygiene at scale, and drive greater workplace productivity with powerful Salesforce + Zendesk Sell automation. Rapidly deploy custom automation that meets your specific business needs with the help of our library of pre-built connectors, data helpers, and custom logic operators.

Any business user across sales, sales operations, marketing, business operations, customer support, or any other team within your business can build custom, automated workflows that streamline lead management and drive winning customer engagement. Connect with Salesforce + Zendesk Sell at the API level to sync custom records and other data types to maximize efficiency, ensure alignment during mergers and acquisitions, and execute automated bulk data jobs to deliver data cleanliness across multiple CRMs.

Launch a limitless number of operations from any custom trigger by syncing Salesforce + Zendesk Sell with all your go-to tools, including your internal chat tools, ERP, email, calendar, HR information systems, customer data platform, analytics tools, data warehouse, virtual engagement tools, performance monitoring tools, and marketing automation platform.

Use cases

Drive more leads, conversions, and revenue

Power users also love using the Tray Platform to process massive volumes of data and reliably execute heavy-duty jobs that touch billions of events daily. No matter how complex your processes might be, our elastic, serverless architecture ensures that each one will seamlessly scale to meet your evolving data needs.

Need to rapidly load lead lists from events and webinars into multiple CRMs? Need to flow Salesforce data across Zendesk Sell to keep executives and team members up-to-date with the latest customer insights? Need to sync Zendesk Sell + Salesforce with your email and virtual engagement tools to deliver hyper-personalized outreach? You can orchestrate an endless variety of scalable, sophisticated processes by connecting Salesforce + Zendesk Sell with a host of popular tools, including HubSpot, Zendesk, SAP ERP, Marketo, Outlook, Mailchimp, Netsuite, Gmail, Slack, and Jira.

We built the Tray Platform with security as a top priority, which is why we’re SOC 2 Type 2-certified and compliant with essential data privacy protections such as GDPR, CCPA, and HIPAA.

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Zendesk Sell and Salesforce Connector Details

Zendesk Sell

Learn more

UsesSales

CategoryProject Management, Customer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Delete contactGet orderCreate callCreate contactCreate dealCreate leadCreate noteCreate orderCreate productDelete callDelete dealDelete leadand 18 more...

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Salesforce

Learn more

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 recordsBulk update recordsBulk upsert recordsConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query jobCreate recordCreate/update recordand 27 more...

View documentation

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