Zendesk-icon-color

Zendesk

SalesforceServiceCloud-icon-color

Salesforce Service Cloud

Freshdesk-icon-color

Freshdesk

LiveChat-icon-color

LiveChat

Gainsight-icon-color

Gainsight

Drift-icon-color

Drift

LivePerson LiveEngage

LivePerson

Zoho Desk

Totango-icon-color

Totango

Oracle Service Cloud

Help Scout

TeamSupport-icon-color

TeamSupport

UserVoice-icon-color

UserVoice

Conversocial-icon-color

Conversocial

Olark-icon-color

Olark

Desk.com-icon-color

Desk.com

SwiftSec-icon-color

SwiftSec

MicrosoftPowerBI-icon-color

Microsoft Power BI

Salesforce-icon-color

Salesforce

Notion

marketing tools by tray.io

How Automation is Changing the Face of Business

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

How to Automate the Entire Lead Lifecycle

Automate the Entire Lead Lifecycle Guide

Automate the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

niels-fogt-headshot-color

New Relic - Full

New Relic - Customer Story Quote

White New Relic Logo

1Password

Implement and enforce world-class data security and privacy across your tech stack with security integrations and low-code automation on the Tray Platform.

Security

Integration & Automation

Connectors

Introducing app unfurls for Slack

Introducing: Error alerting

Introducing: The Pardot connector

Turning real-time event streams into game-changing value

Introducing: Workflow Labels

New connector: Secure FTP

Sync CSV file rows on an FTP Server to marketo as leads

The ultimate guide to updating Salesforce in bulk

How to load LinkedIn lead data into your CRM

All you need to know to integrate Salesforce and Asana

Marketo lead scoring: The essentials

Intro to the lead processing pipeline on the Tray Platform

Rev.io

Sage 300

Sparkcentral by Hootsuite

Ringover

Crossbeam

PostGIS

Award - Best Meets Reqs Winter 2021

Awards - G2 Best Results Winter 2021

G2 - Users Most Likely To Recommend Winter 2021

Awards - G2 Users Most Likely To Recommend Winter 2021

G2 - High Performer Mid-Market Winter 2021

Awards - G2 High Performer Mid-Market Winter 2021

Awards - G2 High Performer Winter 2021

Awards - Leader Mid-Market Winter 2021

Awards - Leader Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader iPaaS Winter 2021

Tray.io is the leader in low-code automation

Integrates Clearbit and BuiltWith with Salesforce to continually enrich 650,000 opportunities

AdRoll integrates disparate lead data to target the best opportunities

Brendon Ritz - Marketing Operations Lead

AdRoll Success Story

AdRoll is a leading performance marketing platform with over 35,000 clients worldwide.

AdRoll Case Study

Resources

Select the type of demo you’d like

Get a Demo (Gray blue - 1285)

AdRoll case study for Tray.io

Learn how to drive more conversions, faster with automation

About Tray

apis-the-most-powerful-tools-you-didnt-know-you-had blog post cover image

apis-the-most-powerful-tools-you-didnt-know-you-had

APIs: The most powerful tools you didn't know you had

chartio-color-logo

Chartio offers cloud-based data exploration simple enough for anyone.

how-to-integrate-nps-into-salesforce-crm 

Broaden visibility of customer health

zendesk-color-logo

Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

ad-roll-case-study

Get a demo

Modal Demo Multi (1351)

Vox Media uses Tray.io to speed up new customer onboarding 20X.

vox-case-study

tray-io-product-simplified

Customer-Page Tray-IO

Thank you page - Download

Inline Demo Multi (1352) - 

brendon-ritz

AdRoll - Full

Featured partner

AdRoll

AdRoll White

Example Quote

Business professionals that want to integrate %connector% with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

Offer Type (multiple choice)

Email

First Name (Clearbit)

Last Name (Clearbit)

Company Name (Clearbit)

Submit (get a demo) (left aligned)

Watch now

offer_type (Recorded Demo Only)

Salesforce Campaign ID (Recorded Demo)

Submit (Watch Now)

Demo Multi Form (Recorded Demo)

On-demand demo

We need just a few details from you and your trial invite will be on its way!

Get a trial

Services

Solution

Technical

Email (Trials)

Company (Trials)

Get your free trial (centered)

Instant Trial Offer

Offer Type (Trial)

Direct Trials Form

Free trial

Connector Pages - 3 Demo Offers

%connector% integrations couldn’t be easier with the Tray Platform’s robust %connector% connectors, which can connect to any service without the need for separate integration tools.

%connector% integration + automation

Make anything happen.

Submit (Get a demo)

Text Connector CTA

Tray Logo - Full

The Tray Platform

Flexible@4x

Flexible

Easy@4x

Easy

Powerful@4x

Powerful

Scalable@4x

Scalable

Trusted@3x

Trusted

The Tray Platform is...

Connectors Page - CTA Inner

Connector Pages - CTA

See how the world’s leading automated organizations successfully use the low-code Tray Platform to grow their business by building powerful workflow automations. Learn why successful teams have recognized us as a leader on G2.

Turn team members into automation champions

Inspiration from successful organizations automating with the Tray Platform

Enterprises and fast-growing companies succeed with the Tray Platform

Get a Demo Form (Customers Page)

Customers

Copper trusts Tray.io with their automation

Copper - Full

Digital Ocean is a happy customer of Tray.io

Digital Ocean - Full

InVision - Full

Demandbase marketing department depends on Tray.io

Demandbase - Full

Udemy - Full

Outreach - Full

Featured Customers - Color

Single connector generic section

Archive contact

Assigns a conversation to an admin or team. It also can be automatically assigned following assignment rules.

Assign conversation

Attach contact to company

Add participants who are contacts to a conversation, on behalf of either another contact or an admin.

Attach contact to conversation

Attach tag to contact

Creates in-app conversation initiated by a contact (ie. user or lead).

Create conversation

Close conversation

Create contact

Creates a message that has been initiated by an admin. The conversation can be either an in-app message or an email.

Create message as admin

Intercom

1Password and Intercom integration + automation

1Password and Intercom integrations couldn’t be easier with the Tray Platform’s robust 1Password and Intercom connectors, which can connect to any service without the need for separate integration tools.

Popular 1Password and Intercom integrations