Uses
Sales, Marketing
Category
Customer Relationship Management (CRM)
Triggers
On Apex trigger (advanced), On Custom Workflow Formula (advanced), On Outbound Message (Advanced), On Record Create, On Record Create or Update, On Record Field Change, On Record Multiple Fields Change, On Record Update
Show all
Connector type
Tray Connector
Operations
Batch create records, Batch delete records, Batch update records, Bulk upsert records, Convert Lead, Count records, Create amendment quote, Create custom field, Create query job, Create record
Show all
Uses
Marketing
Category
Marketing Automation Platform (MAP)
Triggers
None
Connector type
Tray Connector
Operations
Create external event, List key IDs DDL, List segments, List segments DDL, Check for user in segment, Add contact to contact list, Create field, Get contact data, List contact lists, List contact lists DDL
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.