Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
Operations
Bulk request, Count accounts, Count contacts, Count employees, Count opportunities, Create email, Create email address, Create lead, Create or update record by sync_key field, Create record
Uses
All
Category
Connector type
Tray Connector
Triggers
None
Operations
Add custom field to portfolio, Add custom field to project, Add drop-down option to custom field, Add followers to a task, Add members to portfolio, Add members to project, Add project status update, Add project to portfolio, Add tag to task, Add task dependenciesShow 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.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anything
Access every endpoint
Automate any event
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Logical operators
Advanced capabilities
Real-time logs
Elastic scalability
Parallel processing
Log data storage
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Select the type of demo you’d like
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