IntegrationsDynamic SalesLoft + Salesforce integrations
Supercharge sales productivity and improve engagement rates with custom SalesLoft + Salesforce integrations. The low-code Tray Platform’s 100% visual builder makes it easy to connect any data source at the API level, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud tool (even using data within custom fields).
You don’t need to rely on IT to rapidly connect your CRM, sales engagement platform, or any other tool in your revenue stack. You have the power to drag and drop together flexible integrations that seamlessly flow your lead and campaign data anywhere you need.
Why stop with integrations? You can also use the Tray Platform to build custom SalesLoft + Salesforce integrations to scale mission-critical sales processes and win more deals. We give you the power to launch dynamic, multi-step workflows so you can streamline outreach and make your sales organization hyper-efficient. Now, you can use our platform to accelerate response times, improve data governance, and drive sales pipeline.
AutomationPowerful SalesLoft + Salesforce automation
On top of SalesLoft + Salesforce connectors, anyone can use the Tray Platform to build dynamic, multi-step workflows to streamline outreach and drive conversions. We empower you to orchestrate powerful automation that kicks off an unlimited variety of operations, between any number of tools.
Any business user in sales, marketing, demand generation, revenue operations,, and any other team across the organization can use our platform to stand up custom SalesLoft + Salesforce automation. Now, you can freely flow data for leads, opportunities, accounts between any number of tools. You can automatically sync leads lists for new prospects that enter your deal pipeline. Or, you can dynamically generate CRM records based on lead behavior for SalesLoft campaigns.
You can bi-directionally sync Salesforce, SalesLoft, and any other tool, including your helpdesk, marketing automation platform, data warehouse, internal chat tool, business intelligence platform, ERP, video conferencing software, and more. We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows for your exact business needs. There are limitless possibilities with the Tray Platform.
Use casesScale outreach and win more deals
The Tray Platform is easy enough for business users to build SalesLoft + Salesforce integrations in minutes. Our platform is also powerful enough for technical users to run heavy-duty data jobs that push billions of records daily. And thanks to our elastic, serverless architecture, your workflows scale automatically regardless of how your data needs evolve.
Streamline outreach and win more deals with next-level SalesLoft + Salesforce automation. Need to respond to leads faster by automatically kicking off nurture campaigns for hot prospects after they engage with your content? Need to improve lead engagement by dynamically triggering retargeting campaigns for cold leads? Need to ensure good data hygiene by updating missing lead fields in bulk? The Tray Platform can automate any use case since we also connect important tools such as HubSpot, Marketo, Jira, Power BI, QuickBooks, NetSuite, Zendesk, DocuSign, Slack, and many others.
The Tray Platform offers enterprise-grade security that IT experts trust. Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.
