Anaplan integration + automation

Anaplan integrations couldn’t be easier with the Tray Platform’s robust Anaplan connector, which connects any services without the need for separate integration tools.

Popular Anaplan integrations

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Anaplan and Salesforce

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Anaplan and DocuSign

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Anaplan and SAP ERP

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Anaplan and ServiceNow

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Anaplan and HelloSign

Business professionals that want to integrate Anaplan 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.

Uses

Sales, Finance and Accounting

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Make Anaplan data integrations easy

Easily integrate Anaplan with any application in your stack to ensure your critical data is flowing into your models in exactly the way you need, enabling your team to focus on analysis and collaboration in a single place. Whether you need to connect Anaplan with your CRM, HCM, ERP, flat files such as CSVs, or any other data source, the Tray Platform can make it happen.

The low-code Tray Platform provides an easy-to-use, visual builder empowering both business and technical users with the flexibility and power to design custom data integrations with Anaplan that meet the unique needs of their business. Stand up robust integrations in minutes, without IT support.

Using the Tray Platform, Anaplan builders can also automate time-consuming, error-filled manual processes. Now, anyone can build robust automated workflows to bi-directionally sync, update, and flow any other transactional or operational data to build a true connected planning experience.

Anaplan automation for any use case

It can be challenging to connect the Anaplan API to the many different data sources your finance, supply chain, HR, marketing, and sales teams depend on to house essential business data. But the Tray Platform lets both business and power users leave manual data entry and inflexible integrations behind.

Using our pre-built connectors, flexible triggers, data helpers and custom logic operators, your team has the power to flow data where you need it, when you need it, and how you need it. Now, you can seamlessly transform and load files, export forecasting data, find models, and so much more.

Whether you need to integrate your data warehouse with Anaplan to pipe in financial or HR data, or format a flat file using complex logic, or only pull data in a specific scenario, you can do it all using the Tray Platform. Our full library of pre-built connectors, data helpers, and custom logic empowers anyone to create workflows that update the tools they use alongside Anaplan to make integrations more scalable and reliable.

Tray Embedded enables teams to scale and increase retention

Next-level Anaplan integrated processes

Business users love how easy it is to get started on the Tray Platform. Power users and IT experts love how the platform is also powerful enough to handle large, complex data jobs. We can reliably manage vast data sets because of our platform’s elastic, serverless architecture that scales with your business needs.

Need to transition data and processes from your legacy ERP system into Anaplan? Need to bi-directionally sync sales revenue from your CRM to Anaplan to power your sales forecasting? Does your HR team need to automate payroll changes and onboarding/offboarding? The Tray Platform is your secret weapon to handling any business challenge faster and at scale, while cutting out hours of manual work.

We understand that you may be sending large quantities of data through Anaplan, and that such data is oftentimes highly sensitive. Thanks to our enterprise-grade security, including SOC 2 Type 2 certification and compliance with data privacy regulations such as GDPR and CCPA, security experts at leading enterprises trust the Tray Platform to handle their most sensitive data.