Zendesk Sell and Salesforce integration + automation

Accelerate your sales and marketing processes, ensure data hygiene at scale, and drive greater workplace productivity with powerful Salesforce + Zendesk Sell automation. Rapidly deploy custom automation that meets your specific business needs with the help of our library of pre-built connectors, data helpers, and custom logic operators. 

Any business user across sales, sales operations, marketing, business operations, customer support, or any other team within your business can build custom, automated workflows that streamline lead management and drive winning customer engagement. Connect with Salesforce + Zendesk Sell at the API level to sync custom records and other data types to maximize efficiency, ensure alignment during mergers and acquisitions, and execute automated bulk data jobs to deliver data cleanliness across multiple CRMs.

Launch a limitless number of operations from any custom trigger by syncing Salesforce + Zendesk Sell with all your go-to tools, including your internal chat tools, ERP, email, calendar, HR information systems, customer data platform, analytics tools, data warehouse, virtual engagement tools, performance monitoring tools, and marketing automation platform.

Power users also love using the Tray Platform to process massive volumes of data and reliably execute heavy-duty jobs that touch billions of events daily. No matter how complex your processes might be, our elastic, serverless architecture ensures that each one will seamlessly scale to meet your evolving data needs.

Need to rapidly load lead lists from events and webinars into multiple CRMs? Need to flow Salesforce data across Zendesk Sell to keep executives and team members up-to-date with the latest customer insights? Need to sync Zendesk Sell + Salesforce with your email and virtual engagement tools to deliver hyper-personalized outreach? You can orchestrate an endless variety of scalable, sophisticated processes by connecting Salesforce + Zendesk Sell with a host of popular tools, including HubSpot, Zendesk, SAP ERP, Marketo, Outlook, Mailchimp, Netsuite, Gmail, Slack, and Jira.

We built the Tray Platform with security as a top priority, which is why we’re SOC 2 Type 2-certified and compliant with essential data privacy protections such as GDPR, CCPA, and HIPAA.