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Google Sheets

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Monday

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Airtable

Smartsheet

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Trello

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Workfront

Zendesk Sell

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Hive

Wrike

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Flow

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Zoho Projects

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Clarizen

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Springcm

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Paymo

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ruum by SAP

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Basecamp 2

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Yodiz

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Workstack

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Microsoft Power BI

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Salesforce

Finance Leader Success Story

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Thryv Success Story

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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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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How to close the sales revenue gap

Media Leader Success Story

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Leading media firm expedites RFP processes with automation

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Vestorly case study

Jonathan Tartell - CPA VP of Operations and Finance

Finance and Accounting

Loopio

Streamline your entire contract management process by integrating your tech stack and automating approvals, filing, and archiving on the low-code Tray Platform.

Contract Management

Integration & Automation

Get the most out of your content management system with fast, easy to build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Content Management System (CMS)

It’s easy to make valuable customer insights actionable by integrating your customer data platform and automating CDP processes with the low-code Tray Platform.

Customer Data Platform (CDP)

Make revenue processes more efficient and set your sales team up for success with CRM integrations and powerful automation on the low-code Tray Platform.

Customer Relationship Management (CRM)

Integrate your database with any apps in your tech stack to streamline ETL, analytics, and any other data-driven process with automation using the low-code Tray Platform.

Database

Capture the full value of enriched lead and contact data with seamless, easy-to-build integrations and powerful automation on the low-code Tray Platform.

Data Enrichment

Get the absolute most out of your email with fast, easy-to-build integrations to any cloud services and powerful automation on the low-code Tray Platform.

Email

Easily integrate your HRIS with payroll, accounting, and any other app, while using automation to streamline any HR process with the low-code Tray Platform.

Human Resources Information Systems (HRIS)

Securely manage identity access at scale across your tech stack with seamless API integrations and powerful, low-code automation on the Tray Platform.

Identity Management

Get the most out of your LMS with fast, easy-to-build integrations across your tech stack and powerful process automation on the low-code Tray Platform.

Learning Management Systems (LMS)

Execute every project flawlessly by integrating project tools across your entire tech stack and expediting processes with low-code automation on the Tray Platform.

Project Management

Reach more prospects, boost conversions, and capture more opportunities with easy-to-build sales enablement integrations and automation on the low-code Tray Platform.


Sales Enablement

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Award - Best Meets Reqs Winter 2021

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G2 - Users Most Likely To Recommend Winter 2021

Awards - G2 Users Most Likely To Recommend Winter 2021

G2 - High Performer Mid-Market Winter 2021

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Awards - G2 High Performer Winter 2021

Awards - Leader Mid-Market Winter 2021

Awards - Leader Winter 2021

G2 - Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader API Mangement Winter 2021

Awards - G2 Momentum Leader iPaaS Winter 2021

Tray.io is the leader in low-code automation

Integrates Clearbit and BuiltWith with Salesforce to continually enrich 650,000 opportunities

AdRoll integrates disparate lead data to target the best opportunities

Brendon Ritz - Marketing Operations Lead

AdRoll Success Story

AdRoll is a leading performance marketing platform with over 35,000 clients worldwide.

AdRoll Case Study

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Learn how to drive more conversions, faster with automation

How to Automate the Entire Lead Lifecycle

About Tray

Automate the Entire Lead Lifecycle Guide

Automate the entire lead lifecycle

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APIs: The most powerful tools you didn't know you had

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Chartio offers cloud-based data exploration simple enough for anyone.

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Broaden visibility of customer health

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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AdRoll - Full

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Add custom field to portfolio

Add custom field to project

Add drop down option to custom field

Add followers to a task. Returns an empty data block. Each task can be associated with zero or more followers in the system. Requests to add/remove followers, if successful, will return the complete updated task record, described above.

Add followers to a task

Add members to portfolio

Add users as members of a project, if they're not already added.

Add members to project

Add a status update to a project, setting a "message" and a colour reflecting the project's status.

Add project status update

Asana

Loopio and Asana integration + automation

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

Popular Loopio and Asana integrations

Loopio

Asana

Tray.io is the leader in low-code automation

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