NetSuite and Marketo integration + automation

Now, any business user, whether they work in sales, marketing, finance, IT, HR, or any other team across the organization, can quickly create flexible Marketo + NetSuite automation to accelerate time-to-value and grow customer relationships. Use our full suite of pre-built connectors, data helpers, and custom logic operators to stand up fully customized automation that meets your unique business needs.

Orchestrate any type of automated workflow to handle any use case. For example, you can use customer finance details to set up automated courtesy emails at scale. Or, you can use customer account value details to run targeted upsell campaigns. Or, you can connect the dots between your marketing campaigns, sales cycle, and customer finance status to unearth the most successful steps in your customer journey to inform future deals.

Deeply connect NetSuite, Marketo, and any other go-to application in your tech stack, including your CRM, business intelligence platform, customer data platform, e-commerce software, internal chat tool, sales engagement tool, social media accounts, and more.

The Tray Platform’s ease of use makes it a natural choice for business users seeking to build robust integrations on demand. Power users also find the Tray Platform indispensable for its ability to manage large-scale data jobs pushing billions of records daily. Plus, you can always be certain your workflows will scale no matter how your data needs change, thanks to our elastic, serverless architecture.

Extract the full value of your ERP and MAP processes with advanced NetSuite + Marketo automation. Need to hyper-personalize messaging at scale based on account value to boost campaign engagement and retention via customer nurture? Need to trigger any number of key initiative follow-ups, such as onboarding programs and net promoter score (NPS) surveys, according to record status changes in NetSuite? Our platform can integrate and automate anything since we connect with any tool, including Salesforce, 8 x 8, Trello, Magento, Mailchimp, Adaptive Insights, Concur, and more.

IT and security leaders trust us with even their most sensitive data. We’re SOC 2 Type-2 certified and compliant with key data privacy regulations, including CCPA, GDPR, and HIPAA.