Win more deals, drive higher conversion rates, and build a more-engaged workforce with powerful Microsoft Outlook 365 automation. Any business user across marketing, sales, business operations, HR, finance, recruiting, customer support, analytics, IT, e-commerce, and revenue can rapidly build custom, automated workflows that kick off limitless operations on any custom trigger. 

You can automate with unparalleled flexibility with the help of our library of pre-built connectors, data helpers, and custom logic operators. You can target key segments with relevant event invitations and promotional content to attract hot prospects. You can auto-send follow-up emails and schedule meetings to efficiently scale your customer outreach. You can send emails and notifications to distributed teams to highlight crucial performance metrics and drive greater alignment and collaboration.

Automate any process by connecting Outlook with your CRM, ERP, marketing automation tools, sales engagement tools, customer support tools, internal chat, calendar, HR management systems, recruiting platform, and data warehouse. Connect with Outlook at the API level to build a higher-performing, better-connected organization.

We built the Tray Platform on elastic, serverless architecture, so that any process you create will automatically scale with your evolving data needs. Our platform can easily handle a power user’s heavy-duty jobs and process massive volumes of data every day. 

Need to sync Outlook with your marketing automation platform and customer data platform to drive hyper-personalized marketing campaigns? Need to flow lead, accounting, and opportunity data from your CRM across Outlook and your other engagement tools to win more deals? Need to build a higher-performing business by auto-sending employee feedback surveys on a regular basis? Orchestrate any number of scalable, sophisticated processes by connecting Outlook with a host of popular tools, including Pipedrive, Salesforce, Slack, Google Calendar, Cisco WebEx, Copper, ConnectWise, Streak, Trello, and NetSuite.

Data security is one of our top priorities, which is why we’re SOC 2 Type 2-certified and compliant with major data privacy regulations such as GDPR, CCPA, and HIPAA. Security experts at leading firms trust us to handle even their most sensitive data.