IntegrationsIntegrate Google Sheets + Salesforce
Streamline your CRM processes with quick and easy Google Sheets + Salesforce integrations on the low-code Tray Platform. Looking for Google Sheets + Salesforce connectors to take full control of your CRM and spreadsheet data? The Tray Platform empowers anyone to rapidly stand up powerful integrations, without relying on IT.
Our platform lets you seamlessly flow data wherever you need to unsilo your tech stack and get the absolute most out of your CRM and spreadsheets. Bi-directionally sync Google Sheets + Salesforce and any other 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. You can also build dynamic, multi-step Salesforce + Google Sheets automation to save hours of manual work and maximize productivity. Craft and deploy robust automated workflows to surface game-changing insights, convert more leads, faster, and make your CRM processes hyper-efficient.
AutomationAutomate Salesforce + Google Sheets
Now anyone in your organization, including business users in sales, marketing, customer support, revenue operations, finance, HR, and more, can execute business-critical Salesforce + Google Sheets automation at scale. Our automated workflows let you architect any type of automated workflow to kick off any operation based on any custom trigger.
Deeply connect Salesforce, Google Sheets, and any other go-to tool, including your marketing automation platform, project management tool, customer data platform, data warehouse, business intelligence tool, internal chat tool, and more. Use our full suite of pre-built connectors, data helpers, and custom logic operators to stand up fully customized automation that meets your exact business specifications.
The flexibility and scalability of the Tray Platform make anything possible. For example, you can improve lead management by auto-updating lead lists in bulk. You can unify your CRM and spreadsheet data to generate powerful reports for leadership. Or, you can supercharge conversions by dynamically routing the hottest leads to the most appropriate reps.
Use casesAny Salesforce + Google Sheets use case
Our platform is easy for anyone to stand up integrations quickly. It’s also powerful enough to handle heavy-duty data jobs pushing billions of records daily. Plus, your workflows will always scale, no matter how your data needs change, thanks to our elastic, serverless architecture.
Optimize your reps’ time and your CRM’s capabilities with advanced Salesforce + Google Sheets automation. Need to upload multiple lead list spreadsheets from multiple sources and campaigns, creating net-new records or updating existing records as applicable? Need to boost CRM data hygiene by automatically de-duping records? The Tray Platform can automate anything since we connect with any tool, including DocuSign, Slack, HubSpot, Google Sheets, Looker, Jira, Eventbrite, and more.
Since we’ve made enterprise-grade security a top priority, you can trust us with even your most sensitive data. We’re SOC 2 Type 2-certified and compliant with CCPA, GDPR, and HIPAA.
