IntegrationsIntegrate Salesforce + DiscoverOrg with ease
Streamline your sales and marketing processes to close more deals, faster with powerful Salesforce + DiscoverOrg integrations. Our low-code platform makes it easy for anyone to stand up custom integrations in minutes, with little to no help from IT. Just drag and drop together Salesforce, DiscoverOrg, and any other go-to tool in your tech stack.
Our intuitive, 100% visual builder makes it a breeze to deeply connect any combination of your favorite applications. Flow data across your tech stack to unlock game-changing sales and marketing insights that drive leads and sales wins. Use our API-level integrations to bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software, even using data within custom fields.
And no need to stop with integrations. Our platform also empowers you to deploy robust, multi-step DiscoverOrg + Salesforce automation to reduce the time you spend on manual work and take full advantage of your sales and marketing intelligence data. Now you can turbo-charge revenue team productivity, better-engage with prospects, and maximize ROI using data-driven insights.
AutomationFlexible DiscoverOrg + Salesforce automation
Now, any business user in sales, marketing, demand generation, growth, revenue operations, and any other team in your business can deploy custom, multi-step Salesforce + DiscoverOrg automation to connect with and close ideal customers faster. Use our API-level integrations to deeply connect Salesforce, DiscoverOrg, and any other mission-critical software, including your marketing automation platform, CRM, ERP, customer data platform, business intelligence (BI) tool, CRM, and more.
The Tray Platform makes anything possible. Orchestrate game-changing automation to turbo-charge your sales cycle and follow-up with hot leads faster. You can auto-update Salesforce records with account changes in DiscoverOrg. You can rapidly flow DiscoverOrg data across Salesforce to streamline lead scoring and routing. Or, you can improve data hygiene to ensure your reps have the most accurate and relevant lead and prospect details.
Our platform is flexible enough to automate a limitless variety of use cases. We offer a full suite of pre-built connectors, data helpers, and custom logic operators so you can build highly customized workflows that meet your exact business needs.
Use casesNext-level DiscoverOrg + Salesforce use cases
Business users love the Tray Platform’s ease of use for standing up powerful integrations in minutes. Power users also love the Tray Platform for its ability to handle heavy-duty data jobs processing billions of records daily. Plus, our elastic, serverless architecture ensures that all of your workflows will scale automatically with your evolving data needs.
Now you can unlock the full power of your revenue stack with advanced Salesforce + DiscoverOrg use cases. Need to find new prospect accounts in your target market and instantly identify decision-makers and other key stakeholders by syncing Salesforce and DiscoverOrg data? Need to auto-enrich lead and account data in bulk? Need to update existing and incoming prospect data in real-time to ensure information stored within your applications is always current and accurate? The Tray Platform can integrate and automate any use case since we also connect popular apps, including NetSuite, HubSpot, Mailchimp, Power BI, Zendesk, ServiceNow, and many others.
IT teams trust our platform’s enterprise-grade security, which includes SOC 2 Type 2 certification and full compliance with data privacy regulations, including GDPR, CCPA, and HIPAA.
