IntegrationsIntegrate Salesforce + HubSpot to boost wins
Rapidly convert more leads and win more deals with quick and easy Salesforce + HubSpot integrations using the low-code Tray Platform. You don’t need IT support to rapidly stand up custom integrations that bidirectionally sync Salesforce + HubSpot with any data source. Connect your entire tech stack to flow data across all your tools and teams and drive alignment between sales, marketing, and support, even connecting disparate data across multiple teams.
Need Salesforce + HubSpot connectors to connect and flow your revenue data? You can connect with Salesforce + HubSpot at the API level to sync email, webhooks, FTP, flat files (such as CSVs), and all your go-to tools (even using data within custom fields).
Streamline mission-critical revenue data and unlock real-time, actionable insights with powerful Salesforce + HubSpot automation. You can design multi-step, automated workflows that efficiently handle a variety of processes, such as lead routing, data enrichment, and lead-to-account matching.
AutomationFlexible Salesforce + HubSpot automation
Fuel targeted campaigns, rapidly onboard high-value customers, and launch limitless operations on any custom trigger with powerful Salesforce + HubSpot automation. Anyone can easily automate any process, whether they work in marketing, sales, demand generation, customer support, or any other team across your organization.
Our library of pre-built connectors, data helpers, and custom logic operators empowers you to automate with unparalleled flexibility. You can efficiently segment leads to target high-priority prospects and win more valuable deals. You can automate personalization at scale to attract a broader audience and onboard more new customers. You can drive higher conversion rates by establishing multi-channel messaging across your email, chat, and marketing campaigns.
Our platform makes it easy to seamlessly sync Salesforce + HubSpot with all of your favorite tools, including your ERP, customer data platform, email, virtual engagement tools, analytics tools, data warehouse, web chat, accounting tools, IT management systems, and customer support tools. Engage, convert, and retain more customers with Salesforce, HubSpot, and the Tray Platform.
Use casesSync sales, marketing, and support at scale
We know how important scalability is to businesses of all sizes, which is why we built our platform on elastic, serverless architecture. Any process you build will automatically scale to meet your evolving data needs. Our robust platform also has more than enough processing power to reliably handle heavy-duty jobs that process billions of events daily.
Need to sync all your CRM instances to consolidate revenue records and customer profile details? Need to alert sales agents when high-value leads are engaging with your marketing materials to prompt rapid follow-up and close deals faster? Need to hyper-personalize marketing email messaging and customer interactions by syncing your customer data platform with Salesforce, HubSpot, and your analytics tools to unearth actionable customer insights? You can build any number of scalable, sophisticated processes by connecting Salesforce + HubSpot with popular tools, including NetSuite, Outlook, Gmail, Jira, Zendesk, Docusign, Mailchimp, Zoom, Shopify, and QuickBooks.
Data privacy and security are our top priorities. We’re SOC 2 Type 2-certified and compliant with all major data privacy regulations, including GDPR, CCPA, and HIPAA.
