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
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.
Anyone can use the Tray Platform to stand up custom Outreach + Zendesk integrations—without needing extensive IT support. Our low-code platform makes it easy to connect your helpdesk, sales engagement platform, and any other data source in minutes.
Using our 100% visual builder, you can easily drag and drop together API-level integrations between any of your most essential applications. You can bi-directionally sync any data source, including flat files (such as CSVs), FTP, email, webhooks, and any other cloud-based application. Now, you can seamlessly flow your lead and IT anywhere you need.
Go beyond integrations and use the Tray Platform to build custom Outreach + Zendesk automation to drive agent productivity and rapidly support customers at scale. We make it easy to build flexible, multi-step workflows so you can resolve more issues, faster. Now, you can spend less time on manual work and more time on more-strategic projects such as delivering an exceptional customer experience.
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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