Brightree + SalesLoft
Integration + Automation

Get the specs

Brightree
+
SalesLoft

Brightree and SalesLoft Solutions

Uses

Vertical, Sales

Business professionals that want to integrate Brightree 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 Brightree 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.

David Dorman, Director of Growth and Demand Generation, DigitalOcean
Brightree

Brightree

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

SalesLoft

SalesLoft

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Call dispositions DDL

Call sentiments DDL

Create account

Create cadence membership

Create call

What would you like to connect?