We’re excited to announce a new product and features that drive enhanced connectivity and automation for enterprise velocity. Dramatically simplify API integrations with our Connectivity API product, get started building your own Tray connectors with the Connector Builder, and try out our new Authentication and Projects features and more. Login or sign up today to try it out.
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 UpdateShow all
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 recordShow all
Customer Success and Support, All
Event webhook, WebhookShow all
Archive contact, Assign conversation, Attach contact to company, Attach contact to conversation, Attach tag to contact, Create conversation, Close conversation, Create contact, Create message as admin, Create noteShow 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.
Engage leads faster and win more deals with custom Intercom + Salesforce integrations on the low-code Tray Platform. Any business user can deeply connect their chatbot, CRM, and any data source in minutes without needing extensive IT support.
Using our intuitive, 100% visual interface, you can stand up flexible integrations between any of your most essential tools with ease. You can connect any data source, including flat files (such as CSVs), FTP, webhooks, email, and any other cloud-based application, even using data within custom fields. Now, you can seamlessly flow data for chats, leads, opportunities, and accounts anywhere across your revenue stack.
Revenue organizations can also take advantage of custom Intercom + Salesforce automation to streamline sales execution and maximize sales pipeline. Bridge the gap between your prospects and sales team with powerful, multi-step workflows and speed up lead response times. With the Tray Platform, you can convert more leads, supercharge campaign performance, and scale mission-critical sales processes.
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