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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.
Drive conversions and expedite key revenue processes with powerful DocuSign + HubSpot integrations on the low-code Tray Platform. Now anyone in your organization, even business users without technical experience, can stand up robust integrations in minutes with little to no help from IT. Just use our 100% visual builder to drag and drop together DocuSign, HubSpot, and any other go-to application in your tech stack.
Need DocuSign + HubSpot connectors to take full control of your e-signature and CRM data? Our platform empowers you to seamlessly flow data wherever you need to unlock valuable insights and get the absolute most out of your business-critical applications. Bi-directionally sync any data source at the API level including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields
And why stop with integrations? The Tray Platform also lets you build dynamic, multi-step DocuSign + HubSpot automation to help you save hours of manual work and maximize productivity. Now you can build automated workflows to unsilo your tech stack and refocus on important revenue initiatives, such as expediting deal desk approvals and improving data hygiene.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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