IntegrationsIntegrate Salesforce + Zoom to win more
Streamline virtual customer engagement and build winning sales strategies with quick and easy Salesforce + Zoom integrations. With our low-code, 100% visual interface, any business user can rapidly stand up custom Salesforce + Zoom integrations, without relying on IT support. You can bi-directionally sync Salesforce + Zoom with any data source, including flat files (such as CSVs), webhooks, email, FTP, spreadsheets, and all your go-to tools (even using data within custom fields).
Need Salesforce + Zoom connectors to supercharge your sales and customer support teams? Our drag-and-drop builder makes it easy for you to connect your entire tech stack and flow data across all of your tools and teams. Take full control of your data to drive higher retention and conversion rates, boost virtual event attendance, and make your virtual engagement processes hyper-efficient.
Drive higher win rates, craft targeted virtual experiences, and boost customer satisfaction with powerful Salesforce + Zoom automation. You can design multi-step, automated workflows that prompt meetings with key prospects and customers, promote personalized customer interactions, and facilitate winning virtual engagement at scale.
AutomationAutomate Salesforce + Zoom to drive retention
Build swift, seamless, and reliable virtual engagement processes with powerful Salesforce + Zoom automation. You can build flexible, custom automation that meets your exact needs with our library of pre-built connectors, data helpers, and custom logic operators.
Whether you work in sales, customer support, revenue, business operations, marketing, or any other team within your company, you can build powerful Salesforce + Zoom automation that boosts sales engagement and increases customer happiness. Connect your other systems with Salesforce + Zoom at the API level to flow customer data across your whole stack, build engagement based on key data insights, and kick off limitless operations on any custom trigger.
Automate to solve any business challenge by connecting Salesforce + Zoom with all of your cloud-based tools, including your ERP, marketing automation platform, customer support tools, email, analytics tools, data warehouse, internal chat tools, customer data platform, and web-chat tools. Drive retention, streamline virtual engagement, and foster competitive sales practices with Zoom, Salesforce, and the Tray Platform.
Use casesVirtual customer engagement at scale
You can build scalable, sophisticated workflows that meet the needs of any use case by connecting Salesforce + Zoom with a host of popular tools, including HubSpot, Pardot, SAP ERP, Marketo, Zendesk, NetSuite, Salesloft, ActiveCampaign, Calendly, and Mailchimp. Our elastic, serverless architecture ensures that all of your processes will automatically scale as your data needs evolve.
Business users can use the Tray Platform to rapidly stand up custom integrations, while power users can reliably execute heavy-duty jobs that process huge amounts of data. Need to auto-schedule one-on-one meetings with top prospects to boost win rates? Need to host targeted virtual events that communicate key messages to top customers and drive greater conversion? Need to build consistent engagement with existing customers to increase expansion and retention? Whatever your needs might be, you can solve them with Salesforce, Zoom, and the Tray Platform.
Security experts across industries trust us to handle even their most sensitive data. The Tray Platform is SOC 2 Type 2-certified and compliant with data privacy regulations such as HIPAA, CCPA, and GDPR.
