Outreach and Drift integration + automation

Outreach and Drift integrations couldn’t be easier with the Tray Platform’s robust Outreach and Drift connectors, which can connect to any service without the need for separate integration tools.

Uses

Sales

Category

Sales Enablement

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

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

See documentation >

Uses

Customer Success and Support, All, Sales

Category

Customer Success and Support

Connector type

Tray Connector

Triggers

None

Operations

Add tag to contact, Get contact, List contact's tags, List contacts, List conversation messages, List conversations, Raw HTTP request (advanced)Show all

See documentation >
sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
Outreach logoDrift logo

Outreach + Drift

Unlimited Outreach + Drift integrations

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.

Popular Sales Enablement and Customer Success and Support Connectors

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Read Blog
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Streamline strategic sales with an automated deal desk

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Sales ops best practices

See Library
Pipeedrive a Tray.io partner

Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

Read the Intercom blog
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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Read Blog

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