Salesforce Pardot and DocuSign integration + automation
Salesforce Pardot and DocuSign integrations couldn’t be easier with the Tray Platform’s robust Salesforce Pardot and DocuSign connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce Pardot and DocuSign integrations
Uses
Marketing
Category
Marketing Automation Platform (MAP)
Connector type
Tray Connector
Triggers
None
Operations
Batch create prospects, Batch update prospects, Batch upsert prospects, Create custom field, Create list, Create prospect, Get prospect by email, Get prospect by ID, Get tag, Get visitor
Uses
All
Category
E-Signature
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope templates, Apply envelope document templates, Create Envelope, Create envelope custom fields, Create envelope from template, Delete envelope custom fields, Delete envelope template, Download envelope document, Get account details, Get envelope by IDShow all
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
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Popular Marketing Automation Platform (MAP) and E-Signature Connectors
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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
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