Salesforce and Concur integration + automation

Efficiently trace your earned revenue from specific sales interactions with flexible Concur + Salesforce automated workflows. Easily sync your software at the API level by integrating your favorite apps, including your helpdesk, project management software, email, chat tool, ERP, or event management with the Tray Platform. And now, thanks to our suite of pre-built connectors, data helpers, and custom logic operators, you have complete power to build customized automation to fit your specific use cases.

Flow employee or lead information, expense reports, digital receipts, credit cards, and more across your tech stack in a flash with Concur + Salesforce automation. The Tray Platform is trusted and used by  IT, customer support, sales, marketing, project management, accounting, finance, and any other department in the organization.

Rapidly onboard customers by creating absolute alignment between marketing, sales, and customer support. Empower sales teams with real-time dashboards containing unified data from across all your channels. No matter your use cases, the Tray Platform will take your organization to the next level.

Streamline invoicing and save time on administrative tasks by automatically syncing Concur + Salesforce to match paid invoices with client records. Ensure revenue sources are correctly attributed to marketing and sales activities by connecting your accounting software, CRM, and marketing automation platform. Need to eliminate any possibilities of human error when keeping records updated? We have you covered for any use case you can think of.

The Tray Platform is powerful enough for any heavy-duty task that has large quantities of data, and can process billions of events daily. Our elastic, serverless architecture allows for limitless ability to scale—even when there are changes in data usage. Easily connect any software—including QuickBooks, NetSuite, SuccessFactors, Outlook, Slack, HubSpot, Mailchimp, Jira, Zendesk, Xero, and more—and supercharge all your business processes.

The Tray Platform has enterprise-grade security, which is trusted by tech leaders and security experts. We are SOC 2 Type 2-certified, and also compliant with data security regulations, including GDPR, CCPA, and HIPAA.