Universal Connector

Workbooks and Segment integration + automation

Workbooks and Segment integrations couldn’t be easier with the Tray Platform’s robust Workbooks and Segment connectors, which can connect to any service without the need for separate integration tools.

Workbooks and Segment Connector Details

Workbooks logo

Workbooks

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Workbooks connector available at the moment.

To get data in and out of Workbooks, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Segment

Segment

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UsesProduct, Marketing
CategoryCustomer Data Platform (CDP)
Triggers
On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track
Connector TypeTray Connector
Operations
Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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