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Salesforce and Zendesk integration + automation

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

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Zendesk logo
Integrations

Powerful Salesforce + Zendesk integrations

Resolve more issues, faster with custom Salesforce + Zendesk integrations on the low-code Tray Platform. Any business user can easily stand up API-level integrations between their CRM, helpdesk, and any other data source—without needing extensive IT support.

Using our 100% visual builder, we make it easy to drag and drop together seamless integrations between any number of applications. You can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud-based application—even using data within custom fields. Now, you can rapidly launch sophisticated integrations and take full control of your IT and lead data.

There’s more to the Tray Platform than just integrations. We also empower you to build custom Salesforce + Zendesk automation to take your issue resolution to the next level. Even if you don’t have technical experience, you can build dynamic, multi-step workflows that scale mission-critical IT processes. Now, you can drive retention, boost agent productivity, and improve the customer experience.

Salesforce and Zendesk Connector Details

Salesforce logo

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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Zendesk logo

Zendesk

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UsesCustomer Success and Support, All
CategoryCustomer Success and Support
Triggers
Webhook
Connector TypeTray Connector
Operations
Add comment to ticketCount organization membersCreate automationCreate brandCreate groupCreate group membershipCreate group memberships (bulk)Create jira linkCreate macroCreate or update organizationCreate organizationCreate organization fieldand 67 more...
View documentation

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
Udemy

Tray is the leading AI ready integration and automation platform

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