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.
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 ID, Get prospect by email, Get tag, Get visitorShow all
Uses
Sales, All
Category
E-Signature
Connector type
Tray Connector
Triggers
None
Operations
Apply envelope document templates, Apply envelope 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 anythingAccess every endpointAutomate any event
Easy
Visual and intuitive UX Clicks-or-code automationCollaborative development
Powerful
Logical operatorsAdvanced capabilitiesReal-time logs
Scalable
Elastic scalabilityParallel processingLog data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
Resources
Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.
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