Popular Benchmark and Asana integrations
Uses
All
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
Operations
Create contact list, Create segment from contact IDs, Get campaign history, Get contact list attributes, Get contact lists details, Get segment, Get sub account, List contact list contacts, List contact lists, List emails
Uses
All
Category
Connector type
Tray Connector
Triggers
None
Operations
Add custom field to portfolio, Add custom field to project, Add drop down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependenciesShow all
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Tray.io is the leader in low-code automation
Popular Customer Relationship Management (CRM) and Project Management Connectors
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Enterprises and rapidly growing firms trust the Tray Platform
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
How to Automate Lead-to-Account Matching
Read Blog >
Streamline strategic sales with an automated deal desk
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Sales ops best practices
See Library >
Pipedrive's CRM integrates with the Tray Platform to...
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Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by...
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