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Finance and Accounting, Marketing, Sales
Business professionals that want to integrate Adaptive Insights 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.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Receive hands-on Adaptive Insights support for ensured success
The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.
Create dimension value
On push notification
Send an email with a list of leads from Pipedrive
Record new Google Calendar events as activities in Pipedrive
Send Slack notification when new deals are closed won in Pipedrive
Create Xero invoices when Pipedrive deal is closed
Create Asana Projects from new Pipedrive Deals