Salesforce Integration and Automation

Do more, faster. No dev required!

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Business professionals that want to integrate Salesforce with the software tools that they use every day love that Tray’s Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows—no dev required. With Tray, organizations can:

  • Integrate with any app with our unique Universal Connector
  • Easily use our drag-and-drop workflow builder
  • Receive hands-on support for ensured success

See how Tray's enterprise-scale API integration platform can transform your business. Request a demo today of Salesforce integration and automation.

Trusted By Top Business Professionals

Tray strives to gain and retain the trust of our customers. Providing a comprehensive compliance program with certifications and attestations is integral to this mission.

This is the most powerful and flexible process management tool out there. Anytime you have a use case where two systems need to talk to each other; the Tray Platform is ideal.

Brendon Ritz

Marketing Operations Lead

I’d definitely recommend Tray.io to any company that has problems that can be solved by connecting cloud systems. You can take data, transform it, load it exactly the way you want, and own that process —that’s the beauty of Tray.io.

Dan Ahmadi

Director of Demand Generation, Outreach.io

The Tray Platform is incredible. With it, we’ve been able to automate a formerly inefficient and error-prone revenue ops process with enterprise security and a modern interface...without engineering resources.

Sean Passanisi

Senior Manager, Sales and Marketing Operations

Tray binds all our enterprise applications together with precision and ease. Fitting somewhere between Zapier and Mulesoft, the Tray Platform is the glue that holds our business together. Without it, we could not leverage the large investment we've made in products such as Zuora, Salesforce, and Marketo.

Stuart McLeod

CEO and Co-founder, Karbon

Tray is Zapier on steroids. It has all the integrations, and it can automate any process since workflows are fully customizable. Our goal was to auto-create Asana project from Salesforce opportunities and we achieved it very easily and quickly. No other that we tested managed to do that. The complex part was to sync back Asana updates to Salesforce - with the Tray Platform it was very easy.

Arthur Braudo

System Engineer, Cato Networks

Automation Templates

Sync new Asana projects into Salesforce custom objects
Sync targeted Intercom users into Salesforce as Leads
Enrich Salesforce contacts with Intercom data when contacts...
Sync Asana Tasks to Salesforce
Create a sample Lead in Salesforce
Sync RingCentral call logs & texts into Salesforce
Create Asana Projects from new Salesforce Opportunities
Notify sales reps in Slack when new Leads in Salesforce are...
Sync Salesforce people & company data to Intercom users &...
Create Asana Projects from new Salesforce Accounts
Create new Slack channels when Accounts in Salesforce are...
Sync Salesforce Tasks into Asana as Tasks
Bulk enrich all existing Salesforce leads & contacts with...
Enrich Salesforce leads with Intercom data when leads are...
When Opportunities are created or change stage, notify via...
Create Asana Tasks from new Salesforce Accounts
Salesforce/Slack - notify of new objects
Enrich Salesforce leads & contacts with Intercom data when...
About Tray.io
Tray.io is the API integration and automation platform for business. Turn your team into citizen automators.
Call Us At +1 (415) 418-3570
If you would like to talk to us immediately about your automation requirements then please give us a call.

Get A Demo

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