Salesforce and Clubhouse integration + automation
Salesforce and Clubhouse integrations couldn’t be easier with the Tray platform’s robust Salesforce and Clubhouse connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Clubhouse integrations
Salesforce and Clubhouse Connector Details
Salesforce
Learn moreUsesSales, 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
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Connector TypeTray Connector
Operations
View documentationCreate commentCreate storyCreate taskDelete commentDelete storyDelete taskGet commentGet epicGet projectGet storyList epicsGet task
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.
