On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record UpdateShow all
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create recordShow all
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
Translate web behavior insights into ROI with powerful Google Tag Manager + Salesforce integrations on the low-code Tray Platform. Seamlessly flow data across Google Tag Manager, Salesforce, and any data source or application in your tech stack, including flat files (such as CSVs), even using data within custom fields—without extensive IT support.
The Tray Platform makes it easy to stand up custom Google Tag Manager + Salesforce integrations that unsilo your web tools and drive sales productivity through insights into web behavior. Now, anyone can go beyond just using Google Tag Manager or Salesforce connectors to deeply integrate their entire tech stack. Now, you can bi-directionally sync data to support rapid, effective lead conversion and web analysis without needing extensive technical experience.
You can also take advantage of custom Google Tag Manager + Salesforce automation to flow data across all of your tools and generate even more powerful insights around website traffic, engagement, and lead conversion.
Now anyone in your organization, including those in marketing operations, sales operations, growth, demand generation, and many other teams, can use the Tray Platform to create flexible, scalable Google Tag Manager + Salesforce automation that minimizes manual work and maximizes sales efficiency through more-actionable analytics. Create seamless automated workflows integrating Google Tag Manager and Salesforce with any of your go-to cloud-based tools, including your CMS, web analytics, marketing automation platform, ERP, helpdesk, customer data platform, customer service software, work management platforms, web chat tools, and more.
Use our pre-built connectors, data helpers, and custom logic operators to map your custom Google Tag Manager + Salesforce automation to your engagement-tracking needs—no technical expertise required. The Tray Platform connects data sources at the API level to trigger any operation in any application to enable powerful, flexible, multi-step workflows.
The Tray Platform is your ticket to a streamlined tech stack that incorporates the most-powerful insights from across your organization and maximizes ROI. Better-leverage web traffic and engagement insights to drive sales productivity. Easily track events, clicks, and user engagement in your CRM. More efficiently manage tags and scripts at scale. With the Tray Platform, all line-of-business users have the power to flow data between your Google Tag Manager + Salesforce instances and any other tool to optimize tag management and supercharge business growth.
The low-code Tray Platform is user-friendly enough for business users but powerful and flexible enough to handle heavy-duty data projects that handle billions of daily records. And since we built the Tray Platform on elastic, serverless architecture, it scales dynamically with your data usage, even as your needs change over time.
Use custom automation to unlock more-actionable website engagement insights and open up real-time data opportunities for better analytics and conversion tracking. Need to improve your lead scoring using website behavior data? Need more-personalized outreach based on web traffic and engagement? Need to generate custom reports for your account-based team or trigger CRM updates based on unique web-browsing behaviors? The Tray Platform can connect with any of your favorite tools, including Mailchimp, Typeform, Zendesk, Salesforce, HubSpot, Mixpanel, and more.
Our enterprise-grade security ensures that we can protect even your most sensitive data. Technical and IT experts trust the Tray Platform because it is SOC 2 Type 2-certified and compliant with important data privacy regulations such as GDPR, CCPA, and HIPAA.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
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