Apr 4 2019
Calling all marketers! The Tray.io team is excited to announce the next of many powerful connectors designed to help you make the important work you do every day faster, more efficient, and better positioned to strengthen lead flow to your sales team. Today, we’re unveiling the connector for Pardot, Salesforce’s own marketing automation solution - another outstanding tool we all know, love, and use (we’ll assume that’s the correct order).
By using this connector, you can integrate Pardot and all its marketing automation tasks directly into your technology stack. More importantly, this connector empowers you to build automation workflows that securely tie those tasks together with your most important data, every step of the way.
Pardot is, of course, the marketing automation application from Salesforce, which syncs directly with the Salesforce CRM...and which you may already be using to create and run your marketing campaigns. We should mention that the Tray Platfrom supports almost all API operators, and is always adding more. In this case, you can use the connector for Pardot to:
When using this connector to pull up individual prospect info, you can specify Pardot output, such as name, email address, location, industry, opt-in/opt-out status, associated campaigns, and many others. When pulling campaigns or lists, you can use this connector to generate hundreds of results by name, ID, or by cost.
By using this connector, you can not only connect your key Pardot-based marketing tasks with the rest of your current tech stack, but you can also automate them with multi-step workflows to trigger additional steps in non-Pardot applications such as GoToWebinar, Asana, Slack, or Gmail using the Tray Platform’s powerful drag-and-drop interface. This ensures that important steps in building and maintaining your funnel don’t slip through the cracks.
You might, for instance, use the Pardot connector based on a webinar-specific marketing campaign to trigger deeper-funnel marketing and sales activities. Specifically, let’s walk through a potential automated workflow you could use to advance a prospective customer, who just signed up for your company’s next webinar, through your funnel to begin a sales conversation.
As you can see, the Pardot connector opens up a world of new possibilities for your marketing operations that incorporates your existing toolset and helps you effectively collaborate with your colleagues. In this case, you can integrate Pardot into your stack to ensure there are no leaks in your marketing funnel and to shorten your sales team’s time-to-close window.
Learn more about how the Tray Platform can make your marketing funnel more efficient and help you empower your sales team to close deals more quickly by requesting a demo.