HubSpot and Five9 integration + automation

HubSpot and Five9 integrations couldn’t be easier with the Tray Platform’s robust HubSpot and Five9 connectors, which can connect to any service without the need for separate integration tools.

Popular HubSpot and Five9 integrations

Uses

Marketing, Sales

Category

Marketing Automation Platform (MAP)

Connector type

Tray Connector

Triggers

None

Operations

Archive property, Archive property group, Associate crm objects, Get deal, List property groups, List property groups DDL, Raw HTTP request (advanced), Search objects, Update app settings (beta), Cancel marketing event (beta)Show all

See documentation >

Uses

Developers

Category

Telephony

Connector type

Universal Connector

Triggers

None

Operations

None

David Dorman of Digital Ocean works with Tray.io

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.

David Dorman - Director of Growth and Demand Generation

Digital Ocean

Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Fast and easy Five9 + HubSpot integrations

Provide fast, personalized responses to customer issues with the low-code Tray Platform. Anyone can stand up custom Five9 + HubSpot integrations that connect any data source, including flat files (such as CSVs) and any other cloud-based application—even using data within custom fields.

You don’t need extensive IT support to connect your cloud contact center, customer service hub, and any data source. With our intuitive, drag-and-drop interface, business users can rapidly deploy integrations that supercharge their marketing and support processes. Now, you can bi-directionally sync any tool at the API level and flow your lead and call data anywhere across your tech stack.

Additionally, you can seamlessly onboard customers and scale support capacity with custom Five9 + HubSpot automation. Using multi-step workflows, spend less time manually entering call notes and more time resolving issues and supporting your customers. Now, you can provide support faster, increase agent efficiency, and drive retention revenue with the Tray Platform.

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On-demand Five9 + HubSpot automation

The Tray Platform gives you the power to build robust, multi-step automation between Five9, HubSpot, and any of your most essential tools, including your CRM, helpdesk, project management tool, content management system, business intelligence platform, internal chat tool, ERP, e-signature software, and more. Now, you can connect to any system at the API level and stand up custom Five9 + HubSpot automation to execute an endless variety of operations based on any custom trigger.

Business users in customer support, sales, IT, marketing, revenue operations, and many other teams across the organization depend on our platform to make inbound and outbound calling a breeze. Now, you can automatically log calls, call notes, voicemails, and recordings into HubSpot. You can bi-directionally sync Five9, HubSpot, and your business intelligence platform to visualize your call metrics in real-time. Or, you can easily generate support tickets in response to customer call queries.

We offer a full library of pre-built connectors, data helpers, and custom logic operators so you can design automated workflows tailor-made to your exact needs. There are infinite possibilities with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Unify your customer service with automation

The Tray Platform is user-friendly enough for business users and powerful enough for technical users. Our platform can handle heavy-duty data jobs that push billions of records every day. And regardless of how your data usage changes, our elastic, serverless architecture ensures that all your workflows scale automatically.

Take your customer service to the next level with advanced Five9 + HubSpot automation. Need to provision your support agents with full context from previous calls by automatically logging and routing call notes recorded in HubSpot? Need to centralize context from your service hub, call center, and CRM to streamline inbound sales calls? The Tray Platform can automate any use since we also connect important tools including ServiceNow, Salesforce, Zoom, Zendesk, Microsoft Dynamics 365, NetSuite, WordPress, Stripe, Shopify, Slack, Asana, Twilio, Jira, QuickBooks, and many others.

IT teams trust our platform because we offer enterprise-grade security, including SOC 2 Type 2 certification and full compliance with data privacy regulations such as GDPR, CCPA, and HIPAA.

Popular Marketing Automation Platform (MAP) and Telephony Connectors

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Enterprises and rapidly growing firms trust the Tray Platform

Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access