IntegrationsIntegrate Salesforce + Outlook seamlessly
Keep your CRM and email data in sync by rapidly standing up Salesforce + Microsoft Outlook 365 integrations on the low-code Tray Platform. You can use our 100% visual, drag-and-drop builder to bi-directionally sync Salesforce + Outlook with any data source, without relying on IT support.
Need Salesforce + Outlook connectors to sync email records and event schedules across your sales and communication tools? Any business user can use our low-code interface to connect Salesforce + Outlook with email, webhooks, FTP, flat files (such as CSVs), and any cloud-based tool (even using data within custom fields). Connect your entire tech stack to maximize your sales process efficiency.
Focus on winning and retaining high-value customers with powerful, multi-step Salesforce + Outlook automation. You can design your own automated workflows that update schedules across your tools, centralize important emails and records, and drive personalized, meaningful communication.
AutomationFlexible Salesforce + Outlook automation
Work with greater flexibility, win more deals, and boost retention with powerful Salesforce + Microsoft Outlook 365 automation. Our library of pre-built connectors, data helpers, and custom logic operators makes it easy for any business user to connect Salesforce + Outlook at the API level.
Anyone in sales operations, demand gen, growth marketing, digital acquisition, customer support, finance, or any other team within your company can rapidly build flexible Salesforce + Outlook automation that launches limitless operations on any custom trigger. You can integrate multi-channel messaging across your email, chat, and marketing platform to drive more conversions and win more deals. You can automatically send follow-up emails to high-value prospects and simultaneously schedule follow-up meetings in Outlook and Salesforce. You can streamline your sales-to-support handoff by syncing valuable records and emails between Outlook, Salesforce, and your customer service tools.
Rapidly automate any process by connecting Salesforce + Outlook with all your favorite tools, including your ERP, internal chat tools, virtual engagement tools, marketing automation platform, data warehouse, customer data platform, analytics tools, and HR information systems.
Use casesUnified CRM, email, and scheduling at scale
Need to sync lead, event, and opportunity data between Salesforce and Outlook to drive targeted email campaigns? Need to personalize sales interactions by integrating your customer data platform with your data warehouse, CRM, analytics tools, and communication tools? Need to track customer interactions across Salesforce and Outlook to get a clearer view of prospect engagement and win more deals? Our robust platform is capable of pushing billions of events daily.
We know that scalability is essential to businesses of all sizes, which is why we built our platform on elastic, serverless architecture. You can build scalable, sophisticated processes by connecting Salesforce + Outlook with a host of popular tools, including QuickBooks, Jira, Mailchimp, Gmail, HubSpot, Zoom, Cisco Webex, Asana, Google Calendar, and Slack.
Data privacy and security is one of our top priorities, which is why we’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.
