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Salesforce and CallRail integration + automation

Salesforce and CallRail integrations couldn’t be easier with the Tray platform’s robust Salesforce and CallRail connectors, which can connect to any service without the need for separate integration tools.

Salesforce and CallRail Connector Details

Salesforce logo

Salesforce

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UsesSales, 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
Batch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
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CallRail

CallRail

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Get call summary by time seriesList all accountsList all callsList all companiesRaw HTTP request (advanced)List all form submissions
View documentation

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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