Salesforce and CSV integration + automation
Salesforce and CSV integrations couldn’t be easier with the Tray platform’s robust Salesforce and CSV connectors, which can connect to any service without the need for separate integration tools.
Salesforce and CSV 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 documentationDuplicate ColumnExport FileExport JSONFind RowFind Rows By FilterFormat CSVGenerate columns from objectGet CellImport DataRename ColumnRename ColumnsUpdate Celland 13 more...
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.
