IntegrationsIntegrate Salesforce + Sage Intacct
The Tray Platform makes it easy for anyone to stand up powerful Salesforce + Sage Intacct integrations in minutes, without overburdening IT. Now, anyone in your organization can onboard customers faster and improve your financial performance. Just drag and drop together Salesforce, Sage Intacct, and any other go-to application in your tech stack.
Need Sage Intacct + Salesforce connectors? Our platform empowers you to seamlessly flow data wherever you need to unsilo your tech stack and help you do more, faster. Bi-directionally sync any data source at the API level, including flat files (such as CSVs), email, FTP, webhooks, and any cloud software—even using data within custom fields.
And no need to stop with integrations. Boost your retention rates and accelerate the onboarding process even further with dynamic, multi-step Sage Intacct + Salesforce automation. Craft automated workflows to save hours of manual work and let your team refocus on important initiatives, such as closing more deals, fueling business growth, and ensuring your sales reps never waste any time.
AutomationAny Sage Intacct + Salesforce automation
Now, anyone in sales, sales operations, revenue operations, finance, accounting, marketing, customer support, IT, and any other role can boost sales productivity, drive sales-marketing alignment, and maximize retention with Sage Intact + Salesforce automation. Kick off any operation based on any custom trigger.
There are limitless possibilities with the Tray Platform. For example, you can accelerate mission-critical processes, including quote-to-cash, by flowing accounting and CRM data across your tech stack. You can seamlessly align sales, marketing, and finance to onboard customers faster. Or, you can enable your sales rep to win more deals with deep insights from holistic, real-time dashboards.
Our full suite of pre-built connectors, data helpers, and custom logic operators empowers anyone in your organization to deploy fully customized automation that meets your exact business needs. Deeply connect Salesforce, Sage Intacct, and any of your favorite tools, including your HR tools, e-commerce platform, project management tools, intranet, internal chat tool, social media platform, ERP, marketing automation platform, financial planning tools, data warehouse, and more.
Use casesOn-demand Salesforce + Sage Intacct use cases
Business users love our platform’s ease-of-use for building powerful integrations in minutes. Power uses also rely on the Tray Platform’s ability to manage heavy-duty data projects pushing billions of records every day. Plus, your workflows will always scale with your changing data needs thanks to our elastic, serverless architecture.
Use advanced automation to take your accounting and CRM processes to the next level. Need to sync data for contracts, pricing, deal approvals, and compensation anywhere you need, instantly? Need to streamline record reconciliation and de-duping to improve data hygiene? Need to drive more conversions by syncing multi-channel messaging across email, chat, and marketing campaigns? Need to accelerate lead follow-up by triggering alerts in chat when prospects engage with a campaign? The Tray Platform can automate any use case since we connect with all of your favorite tools, including HubSpot, LinkedIn, PayPal, Marketo, Power BI, Asana, Trello, ADP, Zendesk, and more.
Since we’ve made enterprise-grade security a top priority, IT experts trust us with even their most sensitive data. Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, HIPAA, and CCPA.
