Storedge + Salesforce
Connect Storedge and Salesforce to Automate Your Self-Storage Business
Sync tenant data, lease activity, and revenue metrics between your self-storage management platform and your CRM — no manual effort required.
Why integrate Storedge and Salesforce?
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other, your teams end up duplicating data entry, chasing down discrepancies, and working from reports that are already out of date.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.
Automate & integrate Storedge & Salesforce
Use case
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.
Use case
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.
Use case
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.
Use case
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.
Use case
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.
Use case
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.
Use case
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.
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Storedge & Salesforce Challenges
What challenges are there when working with Storedge & Salesforce and how will using Tray.ai help?
Challenge
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 Can Help:
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.
Challenge
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 Can Help:
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.
Challenge
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 Can Help:
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.
Challenge
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 Can Help:
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.
Challenge
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 Can Help:
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.
Start using our pre-built Storedge & Salesforce templates today
Start from scratch or use one of our pre-built Storedge & Salesforce templates to quickly solve your most common use cases.
Storedge & Salesforce Templates
Find pre-built Storedge & Salesforce solutions for common use cases
Template
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.
Steps:
- Trigger on new lease event in Storedge
- Check Salesforce for an existing Contact record by email address
- Create or update the Salesforce Contact and Account with tenant name, unit details, lease start date, and monthly rate
Connectors Used: Storedge, Salesforce
Template
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.
Steps:
- Trigger on failed payment event in Storedge
- Look up the matching Salesforce Contact by tenant email or ID
- Create a high-priority Salesforce task assigned to the account owner with payment failure details and due date
Connectors Used: Storedge, Salesforce
Template
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.
Steps:
- Trigger when a Salesforce Lead reaches a specified stage or is marked as qualified
- Map Salesforce lead fields to Storedge prospect record fields
- Create the prospect record in Storedge and log a confirmation activity back in Salesforce
Connectors Used: Salesforce, Storedge
Template
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.
Steps:
- Scheduled trigger queries Storedge daily for leases expiring within the next 30, 60, or 90 days
- Check Salesforce for an existing open renewal Opportunity for that tenant
- Create a new Salesforce Opportunity linked to the tenant's Account with lease expiration date, unit details, and estimated renewal value
Connectors Used: Storedge, Salesforce
Template
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.
Steps:
- Trigger on move-out event in Storedge
- Update the Salesforce Contact record status to Churned and log move-out date
- Add the contact to a Salesforce win-back campaign or journey with personalized messaging based on their unit type and tenure
Connectors Used: Storedge, Salesforce
Template
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.
Steps:
- Scheduled trigger fires once daily and calls the Storedge API to retrieve facility-level occupancy and revenue metrics
- Transform and map metrics to the corresponding Salesforce custom object fields for each facility
- Upsert records in Salesforce and refresh associated reports and dashboards automatically
Connectors Used: Storedge, Salesforce