Salesforce and Outreach integration + automation
Salesforce and Outreach integrations couldn’t be easier with the Tray platform’s robust Salesforce and Outreach connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Outreach integrations
Salesforce and Outreach 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 documentationDelete stageGet prospectAdd prospect to sequenceCreate accountCreate callCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate opportunity prospect roleCreate opportunity stageand 59 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.
