IntegrationsFast Workfront + Salesforce integrations
Take your sales productivity to new heights with custom Workfront + Salesforce integrations on the low-code Tray Platform. Our platform empowers you to connect Workfront + Salesforce and any data source, including flat files (such as CSVs), email, FTPs, webhooks, and any other cloud-based tool—even using data within custom fields.
You don’t need extensive technical experience to bi-directionally sync your CRM, project management platform, and any of your go-to SaaS tools at the API-level. Need Workfront + Salesforce connectors to execute key sales processes with hyper-efficiency? Now, you can take control of your CRM and project data and flow it anywhere across your revenue stack.
Why stop with integrations? The Tray Platform also empowers you to build custom Workfront + Salesforce to boost sales productivity and onboard customers faster. You can scale mission-critical sales processes and minimize manual work using flexible, multi-step workflows. Now, you can harness the power of low-code automation to drive seamless sales execution, win more deals, and boost revenue.
AutomationEasy Workfront + Salesforce automation
With the Tray Platform, you can connect any number of applications to kick off any operation using powerful, multi-step automation. You can build custom Workfront + Salesforce automation between any other tool in your tech stack, including your helpdesk, internal chat tool, marketing automation platform, business intelligence software, accounting software, ERP, e-signature software, and more.
Any business user in sales, revenue operations, marketing, customer support, IT, demand generation, and any other team across the organization can use our platform to drive sales execution and improve conversions. Now, you can freely flow data for leads, tasks, opportunities, projects, accounts, and assignees across multiple tools. You can automatically generate new tasks for key sales activities such as new leads, scheduled demos, and deal approvals. Or, you can dynamically assign projects to sales reps for follow-up meetings after sales calls.
Regardless of your unique pain points, our platform provides a full library of pre-built connectors, data helpers, and custom logic operators so you can build customized workflows to meet any need.
Use casesImprove sales productivity with automation
The Tray Platform makes it easy for business users to build Workfront + Salesforce integrations rapidly. Power users can also utilize our platform to run heavy-duty data jobs that push billions of records every day. And because of our elastic, serverless architecture, your workflows scale automatically as your data usage changes.
Drive conversions and win more deals with robust Workfront + Salesforce automation. Need to streamline deal approvals by automatically generating new tasks and assigning relevant stakeholders? Need to accelerate quote-to-cash by dynamically notifying team members for time-sensitive deadlines? Need to expedite the sales to post-sales handoff by creating new projects for key onboarding activities for implementation calls, product demos, and follow-up meetings? The Tray Platform can automate any use case since we also connect popular tools such as Zendesk, Slack, HubSpot, Jira, QuickBooks, NetSuite, Marketo, 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.
