Customer Success and Support
Get person by GSID, Get person by email, List companies, List custom objects, Raw HTTP request (advanced)
Update opportunity stage, Update prospect, Update sequence, Update stage, Add prospect to sequence, Create account, Create call, Create call disposition, Create call purpose, Create compliance requestShow all
The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.
Anyone can deeply connect their sales engagement software, customer success platform, and any data source using the low-code Tray Platform. You don’t need extensive IT support to stand up custom Outreach + Gainsight integrations between any of your favorite applications in minutes.
Need Outreach + Gainsight connectors to take control of your lead and customer data? Using our platform’s 100% visual interface, you can seamlessly flow data across any data source, including flat files (such as CSVs), email, webhooks, FTPs, and any other cloud-based tool—even using data within custom fields.
But why stop with integrations? You can also rapidly build custom Outreach + Gainsight automation to scale your customer success and lead management. The Tray Platform empowers you to drag and drop together powerful, multi-step workflows that improve the customer experience. Now, you can use our platform to streamline onboarding, boost retention, and drive revenue.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
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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