Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information
Batch create prospects, Batch update prospects, Batch upsert prospects, Create custom field, Create list, Create prospect, Get prospect by ID, Get prospect by email, Get tag, Get visitor
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Deliver personalized outreach at scale with custom Microsoft Dynamics 365 + Salesforce Pardot integrations. The low-code Tray Platform empowers business users to deeply connect their CRM, marketing automation platform (MAP), and any data source without needing extensive IT support.
Anyone can use our 100% visual builder to stand up API-level integrations in minutes. You can bi-directionally sync any data source, including flat files (such as CSVs), FTPs, webhooks, email, and any other cloud-based application—even using data within custom fields. Now, you can seamlessly flow your lead, prospect, and account data anywhere across your tech stack.
Go beyond integrations and use our platform to build custom Microsoft Dynamics 365 + Salesforce Pardot automation to drive more leads and increase conversions. Ensure your sales team can follow-up with leads faster and save hours of manual work using multi-step automated workflows. Now, you can tightly integrate your lead management processes and refocus your efforts on more-strategic projects. With the Tray Platform, you can drive pipeline, scale lead management, and do more, faster.
While Microsoft Dynamics 365 + Salesforce Pardot connectors are certainly powerful, you need multi-step automation to take your lead management to the next level. Using the Tray Platform, you can orchestrate dynamic workflows between any number of tools that respond to any trigger. We make it easy for you to connect any tool in your stack, including your CRM, internal chat tool, business intelligence platform, project management tool, helpdesk, e-commerce software, intranet, e-signature platform, and more.
Business users in marketing, demand generation, sales, revenue operations, and many other teams across the organization love using our platform to deploy custom Microsoft Dynamics 365 + Salesforce Pardot automation. Now, you can ensure good data hygiene by dynamically enriching leads in bulk for data that are outdated, incorrect, invalid, or improperly formatted. You can intelligently segment your lead queue based on lead score. Or, you can scale your campaign execution by flowing data between your CRM, MAP, and any other tool to personalize outreach.
Our platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can design customized workflows to meet your exact business needs.
Business users can utilize the Tray Platform to drag-and-drop together Microsoft Dynamics 365 + Salesforce Pardot integrations with ease. Power users can utilize our platform to run heavy-duty data jobs that push billions of records daily. And regardless of how your data needs change, we can scale our workflows automatically because of our platform’s elastic, serverless architecture.
Take control of your lead data and reimagine your campaigns with advanced Microsoft Dynamics 365 + Salesforce Pardot automation. Need to build rich dashboards that report on how your leads are engaging with your outreach, marketing offerings, and nurture campaigns? Need to accelerate follow-up by automatically routing leads to sales reps after a demo? Need to personalize your e-commerce newsletter with shopper context from your CRM? There are no limits to what the Tray Platform can automate since we also connect important tools such as Zendesk, Jira, Slack, Asana, Trello, Power BI, Shopify, SalesLoft, Outreach, Intercom, Zoom, Stripe, and many others.
IT experts 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.
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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