Your team can also share sales win and loss notes in a public channel to boost sales marketing-alignment. Your team can build processes that send alerts whenever a customer engages with an email, reports a support issue, or nears their churn date. Whether you work in sales, marketing, customer support, revenue operations, or any other role across the organization, you can create automated workflows that flow data across Salesforce, Slack, and the rest of your tech stack. Not only can we connect Salesforce + Slack, but we can integrate all of your essential cloud-based tools, including your marketing automation platform, customer support system, customer data platform, web chat tools, and sales engagement tools. Our library of pre-built connectors, logic-based operators, and data helpers ensure you can build processes that address your unique challenges. You don’t need to be a seasoned developer to build custom Salesforce + Slack automation. Now, you can create limitless, hyper-efficient processes that are tailor-made to your business needs. Use the Tray Platform to sync Salesforce and Slack data bi-directionally.īut why stop there? With the Tray Platform, you can stand up flexible, multi-step Salesforce + Slack automation to free your revenue teams from manual work, empowering them to focus on projects that drive revenue for the business. Don’t be restricted by inflexible native integrations. We can connect to your favorite cloud-based tools (even using data within custom fields), flat files (such as CSVs), FTP, webhooks, email, and databases. Using our 100% visual, easy-to-use interface, anyone can stand up their own custom integrations between Salesforce, Slack, and any other data source, without needing IT support.ĭrag-and-drop together powerful integrations between Salesforce, Slack, and the rest of your tech stack. Bring your Salesforce and Slack instances even closer together with fast and easy Salesforce + Slack integrations on the low-code Tray Platform.
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