Update opportunity stage, Update prospect, Update sequence, Update stage, Add prospect to sequence, Create account, Create call, Create call disposition, Create call purpose, Create compliance requestShow all
Customer Success and Support, All, Sales
Add tag to contact, Get contact, List contact's tags, List contacts, List conversation messages, List conversations, Raw HTTP request (advanced)Show all
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.
Drive customer engagement and boost conversions with custom Outreach + Drift integrations on the Tray Platform. Any business user can utilize our low-code platform to rapidly connect any data source, including flat files (such as CSVs), webhooks, FTP, email, and any other cloud-based application (even using data within custom fields).
Need Outreach + Drift connectors to respond to leads faster? You don’t need extensive IT support to bidirectionally sync your chatbot, sales engagement platform, and any of your most essential tools at the API level. Using our 100% visual builder, you can stand up dynamic integrations in minutes and flow your lead and chat data anywhere across your revenue stack.
On top of integrations, the Tray Platform also gives you the power to build custom Outreach + Drift automation to proactively engage leads at scale. Anyone can deploy powerful, multi-step workflows to convert more leads and accelerate lead response. Now, you can use our platform to streamline lead qualification, drive pipeline, and do more, faster.
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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