ConvertKit and Salesforce integration + automation
ConvertKit and Salesforce integrations couldn’t be easier with the Tray platform’s robust ConvertKit and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular ConvertKit and Salesforce integrations
ConvertKit and Salesforce Connector Details
Connector TypeTray Connector
Operations
View documentationList sequencesList tags by subscriberRemove tagRemove tag by emailUnsubscribe emailGet subscriberGet subscriber fieldList custom fieldsList formsGet purchaseList purchasesCreate form subscriber
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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