# Storedge + Salesforce integration > Sync tenant data, lease activity, and revenue metrics between your self-storage management platform and your CRM — no manual effort required. **Canonical page:** https://tray.ai/connectors/storedge-salesforce-integrations/ **Storedge connector:** https://tray.ai/connectors/storedge-integrations/ **Storedge documentation:** https://tray.ai/documentation/connectors/service/storedge **Salesforce connector:** https://tray.ai/connectors/salesforce-integrations/ **Salesforce documentation:** https://tray.ai/documentation/connectors/service/salesforce ## Overview Storedge handles unit availability, tenant leasing, payments, and facility operations. Salesforce manages customer relationships, pipelines, and reporting. Both are doing their jobs — but when they're not talking to each other, your teams end up duplicating data entry, chasing down discrepancies, and working from reports that are already out of date. Integrating Storedge with Salesforce via tray.ai keeps data moving between the two automatically, so your operations and sales teams are always looking at the same numbers. Self-storage operators who run both Storedge and Salesforce know the problem: a tenant signs a lease, and someone has to go manually update the CRM. A lead comes in through Salesforce, and the leasing team has no idea until someone remembers to check. When a new tenant signs in Storedge, that activity should show up in Salesforce right away — so account managers can track lifetime value, kick off onboarding, and catch at-risk accounts before they churn. When a lead is captured in Salesforce, that prospect data should flow into Storedge so the leasing team can act fast. Connecting these platforms with tray.ai cuts out the manual handoffs, reduces errors, and gives leadership accurate, real-time visibility into occupancy, revenue, and customer health from the tools they're already using. ## Use cases ### Automatic Tenant Record Creation in Salesforce When a new tenant completes a lease in Storedge, tray.ai automatically creates or updates the corresponding Contact and Account in Salesforce. Your CRM stays current with your live tenant population without anyone on staff doing manual re-entry. Sales and customer success teams see new customers the moment they sign. - Eliminate duplicate data entry between leasing and CRM teams - Keep Salesforce contact records current with Storedge lease data - Trigger CRM-driven onboarding workflows for new tenants immediately ### Lead Capture and Follow-Up Automation When a prospect inquiry or web lead comes into Salesforce, tray.ai pushes that contact's details and interest data directly into Storedge so your leasing team has full context before they pick up the phone. Follow-up tasks, email sequences, and call reminders fire in Salesforce the moment a lead enters the pipeline. The gap between inquiry and lease signing gets shorter. - Reduce lead response time by routing prospects to Storedge instantly - Give leasing agents full CRM context when following up with prospects - Trigger Salesforce nurture sequences based on Storedge inquiry data ### Lease Renewal and Churn Risk Alerts As lease expiration dates approach in Storedge, tray.ai creates Salesforce tasks, opportunities, or alerts so account managers can start renewal outreach before it's too late. Tenants who haven't renewed within a set window get flagged as churn risks and dropped into targeted Salesforce email campaigns. It's a more proactive way to protect occupancy and recurring revenue. - Surface upcoming lease expirations as Salesforce renewal opportunities automatically - Reduce tenant churn through timely, personalized outreach - Give managers a centralized dashboard of at-risk accounts in Salesforce ### Payment and Revenue Sync for Accurate Reporting Successful charges, failed payments, and refunds in Storedge sync automatically to Salesforce as activity records or custom objects, giving finance and operations teams a complete revenue picture inside their CRM. No more pulling separate reports from both platforms and reconciling the numbers by hand. Leadership can build Salesforce dashboards and forecasts based on actual payment data. - Sync Storedge payment events to Salesforce in real time - Run accurate revenue forecasting and reporting inside Salesforce - Flag delinquent accounts in Salesforce for proactive collections outreach ### Unit Availability and Inventory Updates When units are vacated, reserved, or change status in Storedge, tray.ai pushes those updates to Salesforce so sales teams have accurate availability data when talking to prospects. That prevents the awkward situation where a leasing agent promises a unit that's already gone. Real-time inventory context in Salesforce means more confident, faster closings. - Keep Salesforce opportunity data aligned with live Storedge unit inventory - Prevent leasing errors caused by outdated availability information - Give sales teams real-time unit data when they need it ### Multi-Facility Performance Reporting in Salesforce Operators managing multiple facilities in Storedge can use tray.ai to pull occupancy rates, revenue, and tenant metrics across all locations and push consolidated data into Salesforce custom objects or reporting tools. Regional managers and executives get a single view of portfolio performance without exporting spreadsheets. Underperforming locations are easier to spot. - Consolidate multi-facility Storedge data into unified Salesforce reports - Give regional managers real-time portfolio performance dashboards - Identify occupancy trends and revenue gaps faster across all locations ### Tenant Move-Out and Win-Back Campaigns When a tenant moves out in Storedge, tray.ai updates their Salesforce record and enrolls them in a win-back email or SMS campaign. Former tenants already know your facility — they're a warm audience, and timely re-engagement can recover a real chunk of lost revenue. The campaign fires the moment the move-out event registers in Storedge. - Trigger win-back campaigns automatically when tenants vacate in Storedge - Keep accurate tenant lifecycle stage data in Salesforce - Recover lost revenue by re-engaging former tenants with targeted offers ## Templates ### New Storedge Tenant → Create Salesforce Contact and Account Creates a new Salesforce Contact and Account — or updates an existing one — whenever a tenant signs a lease in Storedge, so CRM data stays current without any manual effort. Connectors used: Storedge, Salesforce ### Storedge Payment Failure → Salesforce Task and Alert When Storedge records a failed payment, this template instantly creates a Salesforce task for the appropriate account manager and logs an activity on the tenant's Contact record. Connectors used: Storedge, Salesforce ### Salesforce Lead → Push Prospect to Storedge When a new lead is created or qualified in Salesforce, this template pushes the prospect's contact information and unit preferences into Storedge so leasing agents can follow up with complete context. Connectors used: Salesforce, Storedge ### Storedge Lease Expiration → Salesforce Renewal Opportunity Creates a renewal Opportunity in Salesforce a configurable number of days before a tenant's lease expires in Storedge, so account managers can start outreach before the tenant decides to leave. Connectors used: Storedge, Salesforce ### Storedge Move-Out → Salesforce Win-Back Campaign Enrollment When a tenant's move-out is recorded in Storedge, this template updates the Salesforce Contact stage to Churned and enrolls them in a win-back email campaign via Salesforce Marketing Cloud or a connected email tool. Connectors used: Storedge, Salesforce ### Daily Storedge Occupancy Sync → Salesforce Custom Object Dashboard Runs daily to pull occupancy rates, available units, and revenue totals from each Storedge facility and upsert that data into Salesforce custom objects, keeping executive dashboards current. Connectors used: Storedge, Salesforce ## Challenges Tray.ai solves ### Keeping Tenant Records Consistent Across Both Platforms Tenant data — names, emails, unit assignments, lease terms — drifts out of sync between Storedge and Salesforce when updates happen in one system but not the other. That causes confusion during customer interactions and makes reporting unreliable. **How Tray.ai helps:** tray.ai watches for create and update events in Storedge in real time and applies configurable field-mapping logic to keep Salesforce records in sync automatically. Deduplication logic prevents ghost records, and error handling flags and retries failed syncs so nothing gets lost quietly. ### Handling Custom Fields and Data Models Storedge uses self-storage-specific data structures — unit types, climate control flags, auction statuses — that don't map cleanly to standard Salesforce objects like Contact, Account, and Opportunity. That means custom object configuration and careful field transformation are unavoidable. **How Tray.ai helps:** tray.ai's visual data mapper and built-in transformation functions let teams translate Storedge-specific fields into Salesforce custom objects or standard fields without writing code. Administrators can adjust mappings through a drag-and-drop interface as data models change over time. ### Triggering Real-Time Actions on Payment Events Payment events — successful charges, failures, refunds — happen continuously in Storedge and need to fire immediate actions in Salesforce, like task creation or stage updates. Polling-based integrations introduce enough delay to make those alerts nearly useless. **How Tray.ai helps:** tray.ai supports event-driven triggers via webhooks and API polling at configurable intervals, so payment events from Storedge surface in Salesforce within seconds. Built-in retry logic and dead-letter queues make sure no payment event gets dropped, even during brief connectivity issues. ### Managing Multi-Facility Data Aggregation Operators with multiple Storedge facilities need to aggregate and compare data across locations inside Salesforce. Pulling data from each facility separately and normalizing it into a coherent reporting structure is tedious and error-prone when done by hand. **How Tray.ai helps:** tray.ai workflows can loop across multiple Storedge facility IDs in a single automated run, collect and normalize data from each, and upsert consolidated records into Salesforce custom objects. Operations staff don't have to touch the data to get multi-facility dashboards working in Salesforce. ### Secure Credential Management and Data Privacy Self-storage operators handle sensitive tenant PII and payment data. Any integration between Storedge and Salesforce has to meet real security and compliance requirements — not just for data in transit, but for how credentials are stored and who can access integration configurations. **How Tray.ai helps:** tray.ai stores all API credentials in an encrypted vault and enforces role-based access controls so only authorized team members can view or modify integration configurations. Data in transit is encrypted via TLS, and tray.ai's audit logs provide a complete record of every data operation for compliance reviews. ## Learn more - Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/ - Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/ - Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/ - Book a demo: https://tray.ai/contact/