Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Triggers
None
Connector type
Tray Connector
Operations
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
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Uses
Sales
Category
Sales Enablement
Triggers
Webhook
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Connector type
Tray Connector
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 stage
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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.