Salesforce and Kustomer integration + automation

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

Popular Salesforce and Kustomer integrations

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Salesforce and Kustomer Connector Details

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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Kustomer

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UsesMarketing

CategoryMarketing Personalization

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Kustomer connector available at the moment.

To get data in and out of Kustomer, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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