Salesforce integration

Salesforce integrations that work the way you operate

Streamline your customer engagement by integrating Salesforce with the tools your teams already use. Reduce manual work, speed up processes, and keep your CRM data accurate and up to date.

Our tailored integrations connect Salesforce with your ecosystem, from Slack and HubSpot to Zendesk and beyond, so your teams can stay focused and productive.

Salesforce CRM automation and integrations

Share your Salesforce integration needs

Automate repetitive Salesforce tasks

Create powerful automations triggered by Salesforce activity. Whether you are assigning leads, sending follow-ups, or syncing accounts, our integrations make the process effortless.

Connect Salesforce with tools like Slack, HubSpot, Zendesk, or Airtable to keep data flowing in real time.

Tray.ai workflow integration that allows Slack users to retrieve and view their next scheduled Salesforce call, enriched with relevant account and contact details for better sales preparation

Trigger workflows from CRM activity

Always stay one step ahead

Use activity in Salesforce to trigger workflows across your tools. For example:

• Send a Slack message before a sales call, including deal details and contacts.
• Route new leads to the right sales rep based on territory or custom logic.
• Automatically update Airtable or your BI tools with new or changed records.

Book a time to discuss your Salesforce needs

Salesforce interface showing logged calls and activity tracking in the Sales Console

Powerful integrations made visual

Tray.ai interface showing record retrieval logic for Salesforce custom object records

Retrieve and filter Salesforce records automatically using Tray.ai. This allows you to define precise conditions, fields, and filters to automate how data is queried and used.

You can use this kind of automation to enrich leads in real time, assign them to the right team member, or route them based on business logic. These automations not only save time but also increase operational efficiency and consistency across your Salesforce workflows.

See it. Understand it. Scale it.

Our Tray.ai based workflows for Salesforce are visual, easy to maintain, and fast to deploy. You can:

• Integrate with your internal tools or external services.
• Set conditions, routes, and fallbacks with no code.
• Collaborate across teams with shared visibility.

Tray.ai flow that loops through Salesforce records and exits based on retrieved results

Why choose Naonis for your Salesforce integrations?

We combine CRM expertise with deep Tray.ai knowledge to build automations that solve your real problems.

• Custom solutions: Tailored to your needs, not based on generic templates.
• Flexible tooling: We work with Tray.ai and can advise on n8n or Workato where appropriate.
• Cross-platform knowledge: We integrate Salesforce with tools across your stack. Marketing, support, data, and more.

Let us design the integration that fits your workflow.

Talk to us about Salesforce integrations