InvestCloud and Salesloft integration + automation
InvestCloud and Salesloft integrations couldn’t be easier with the Tray Platform’s robust InvestCloud and Salesloft connectors, which can connect to any service without the need for separate integration tools.
Uses
Finance and Accounting
Category
Connector type
Universal Connector
Triggers
None
Operations
None
Uses
Sales
Category
Connector type
Tray Connector
Triggers
WebhookShow all
Operations
Create account, Create bulk job, Create bulk job data, Create cadence membership, Create call, Create custom field, Create import, Create note, Create person, Create person stageShow all
Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.
Tray.io is the leader in low-code automation
Popular Sales Enablement Connectors
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Transforming over 47,000+ organizations
The Tray Platform is...
Flexible
Connect to anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.
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