Customer.io and Salesforce integration + automation
Customer.io and Salesforce integrations couldn’t be easier with the Tray platform’s robust Customer.io and Salesforce connectors, which can connect to any service without the need for separate integration tools.
Popular Customer.io and Salesforce integrations
Customer.io and Salesforce Connector Details
Customer.io
Learn moreUsesMarketing
CategoryMarketing Automation Platform (MAP)
Triggers
On webhook event
Connector TypeTray Connector
Operations
View documentationRaw HTTP request (advanced)Track a custom eventCreate or update customerDelete customer
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...
The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
