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QuickBooks Online

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Sage 300

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Sage Intacct

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Zendesk

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PortaBilling

Retention Rocket

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Stripe

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Intercom

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Totango

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Xero

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Square

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Groove

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Freshdesk

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Expensify

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Gainsight

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LivePerson

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TikTok Shop

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Pigment

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Adaptive Insights

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

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Salesforce Service Cloud

This only removes private content. Default content and the import data source model object remain.

Delete uploaded file

You can download files that were uploaded or download files after carrying out an export.

Download file

Get deletion task status

Get the metadata for an export definition.

Get export metadata

Get export task status

Get the metadata for an import definition.

Get import metadata

Get import task status

Retrieves the model with the given model ID.

Get model

Get process task status

List the deletion actions for a given model.

List deletion actions

List deletion actions DDL

Gets the list of running process tasks. Any completed tasks are not listed.

List deletion tasks

List exports

List exports DDL

List files

List files DDL

Gets the list of running import tasks. Any completed tasks are not listed.

List import tasks

List imports

List imports DDL

List models

List models DDL

List process tasks

List processes

List processes DDL

List workspace models

List workspace models DDL

List workspaces

List workspaces DDL

Start deletion

Start export

Start import

Start process

Upload a file. To upload a file with the API in Anaplan, it must first exist in Anaplan. If not, use the Anaplan interface for the initial upload. Afterward, you can use the API for subsequent uploads. 

Upload file

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

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Anaplan

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

Resources

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Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to Salesforce Service Cloud and Anaplan

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

Salesforce Service Cloud and Anaplan integrations couldn’t be easier with the Tray platform’s robust Salesforce Service Cloud and Anaplan connector, which connects any services without the need for separate integration tools.

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

Integrate Salesforce Service Cloud and Anaplan with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Salesforce Service Cloud and Anaplan and any other API, database, webhook, and more.

Salesforce Service Cloud and Anaplan integration + automation

Salesforce Service Cloud and Anaplan Connector Details

Popular Salesforce Service Cloud and Anaplan integrations

Salesforce Service Cloud and Anaplan templates