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SalesforceIQ and Square integration + automation

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

SalesforceIQ and Square Connector Details

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SalesforceIQ

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete AccountGet Account By IDCreate AccountGet List ItemCreate ContactUpdate ContactDelete ContactDelete List ItemGet ContactGet All ContactsGet List ItemsGet Lists
UsesFinance and Accounting, Product, E-Commerce
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get paymentGet orderGet subscriptionGet bank accountGet customerGet invoiceGet loyalty accountList bank accountsList customer groupsList customersList invoicesList locations
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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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