Dynamo integration + automation

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

Popular Dynamo integrations

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Dynamo and HubSpot

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Dynamo and Asana

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Dynamo and Microsoft Teams

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Dynamo and Salesforce Pardot

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Dynamo and Airtable

Business professionals that want to integrate Dynamo 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.

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Uses

Marketing, Sales

Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Quick + easy Dynamo integrations

Drive more revenue and win more deals, faster with powerful Dynamo integrations that anyone can build. The low-code Tray Platform makes it easier than ever to rapidly stand up custom integrations that connect your cloud-based deal management platform with any other data source in your tech stack—all without requiring IT support.

Use our 100% visual, drag-and-drop builder to connect and flow investor and portfolio data across your CRM suite and any other data source or cloud application, including flat files (such as CSVs), even using data within custom fields. Need a Dynamo connector to manage deals faster and at scale? Take full control of your data with the easy and powerful Tray Platform.

With the Tray Platform, you can also design powerful, multi-step Dynamo automation to get even more deals across the finish line. Spend less time on manual data entry in Dynamo and refocus your efforts on improving your sales processes and enabling your revenue teams to win. Bi-directionally sync all your investor and portfolio data to deliver exceptional results for your clients while maximizing your ROI.

Infinite Dynamo automation

Tap into infinite Dynamo automation to boost internal efficiency with custom Dynamo automation. Our platform makes it easy to seamlessly integrate any app in your asset management or sales stack, including your marketing automation platform, CRM, ERP, email marketing tool, help desk, collaboration tool, and more to easily scale mission-critical deal management processes.

Any business user, including those in investor relations, sales, sales operations, marketing, customer support, revenue operations, and many other departments across your organization, can use our platform to build custom automation that streamlines deal management and investor relations. Easily set up any automated workflow to make any process more efficient at scale. You can expedite the quote-to-cash process by automatically syncing closed-won deals with your ERP. You can route deals directly to your investment managers to follow-up faster and improve sales productivity. You can even generate more-actionable insights across the pipeline to drive more revenue. The Tray Platform can do it all through scalable, flexible automation that anyone can set up by directly connecting the Dynamo API.

We also offer a full library of pre-built connectors, data helpers, and custom logic operators to kick off any operation in any application. Now, you can take full control of your data and flow powerful deal insights across your tech stack.

Tray Embedded enables teams to scale and increase retention

Heavy-duty Dynamo use cases

The Tray Platform makes it easy to unsilo your tech stack and flow valuable deal data anywhere. Business users of all types love the Tray Platform for its ease-of-use, while more-technical users can take advantage of its power to stand up heavy-duty use cases touching billions of records daily. Plus, our platform’s elastic, serverless architecture means we can adapt to your ever-changing data needs.

Looking to rapidly share closed-won deal insights by syncing your CRM with your internal collaboration tools? Need to ensure data hygiene and promote sales productivity by automatically de-duplicating and enriching your outbound sales records? Need to make your investor outreach even more robust by linking your customer data platform with your ERP? With the Tray Platform, there’s no limit to the ways you can level-up their client relationships. We can connect with popular cloud-based apps, including Salesforce, HubSpot, Mailchimp, Slack, Outlook, Trello, and many others.

IT experts trust the Tray Platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with the important data privacy regulations, including GDPR, CCPA, and HIPAA.