Customer Relationship Management (CRM)
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
Marketing Automation Platform (MAP)
Add leads to static list, Check lead list membership, Clone program, Create bulk export activities job, Create bulk export leads job, Create bulk export program members job, Create bulk import leads job, Create custom activities, Create static list, Create/update multiple companiesShow 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.
Supercharge your campaigns and seamlessly manage leads at scale with custom Salesforce + Marketo integrations on the Tray Platform. Our low-code platform gives anyone the power to stand up custom integrations that go beyond out-of-the-box integrations that lack the functionality you need for your company's unique processes. Now, you can connect any data source, including flat files (such as CSVs), FTP, webhooks, email, and any cloud tool in your stack, even using data within custom fields.
Our 100% visual builder makes it easy to drag-and-drop together your own flexible integrations in minutes. Once you bi-directionally sync Salesforce, Marketo, and any other tool in your revenue stack, you can freely flow your lead, contact, and campaign data anywhere it's needed. The Tray Platform empowers anyone to do it all without needing additional IT support.
Additionally, you can take your integrations further by standing up custom Salesforce + Marketo automation to execute high-converting campaigns and deliver personalized outreach that drives revenue. You can design custom processes that make lead management much easier and empowers your sales team to win more. Harness the power of multi-step workflows to automate otherwise time-consuming tasks and save hours of manual work. Now, you can follow up with leads faster, drive campaign engagement, and win more deals with the Tray Platform.
Powerful, pre-built Salesforce + Marketo connectors are just the beginning. You’ll need custom Salesforce + Marketo automation to supercharge the lead lifecycle and maximize pipeline. The Tray Platform offers a library of pre-built connectors, data helpers, and custom logic operators so you can design customized automation that meets all of your unique needs.
Business users in sales, sales operations, marketing operations, demand generation, revenue operations, and others across the organization depend on our platform to amplify the reach of their campaigns. Now, you can load, update, and manage lead lists in bulk between Salesforce and Marketo. You can ensure data hygiene by de-duplicating records on a regularly scheduled basis. Or, you can automatically kick off downstream follow-up activities to your hottest leads.
We give you the power to stand up API integrations between Salesforce, Marketo, and any of your favorite tools, such as your sales engagement platform, ERP, chatbot, collaboration tool, project management software, and many others.
The Tray Platform is easy enough for business users to create integrations rapidly and at scale. Power users also rely on our platform to handle heavy-duty data jobs that process billions of records every day. Thanks to our platform’s elastic, serverless architecture, all your workflows scale with your data usage levels automatically, no matter how your data needs evolve.
Take your maximize pipeline and closed-won revenue with next-level Salesforce + Marketo automation. Need to sync, enrich, or de-duplicate lead lists immediately after a webinar or event? Need to re-engage cold leads with personalized messaging in retargeting campaigns? Need to automatically send follow-up emails after a prospect has engaged with your programs with personalized campaigns by segment? The Tray Platform has the flexibility to automate any use case since we also connect important tools such as Outreach, Slack, Asana, NetSuite, Intercom, Zoom, Box, Sendoso, Calendly, Drift, Stripe, Pipedrive, Salesloft, and many others.
Security teams trust our platform to handle sensitive web and campaign data. We offer enterprise-grade security, including SOC 2 Type 2 certification and GDPR, CCPA, and HIPAA compliance.
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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