CleverReach and Salesforce integration + automation
CleverReach and Salesforce integrations couldn’t be easier with the Tray platform’s robust CleverReach and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular CleverReach and Salesforce integrations
CleverReach and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationCreate attributeCreate group attributeCreate group receiverCreate group receiver tagsList groupsCreate or update group receiversCreate receiver tagsGet group receiverList attributesList blacklisted emailsList group attributesList group blacklisted emails
Salesforce
Learn moreUsesSales, Marketing, All
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
View documentationBatch 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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