Boost win rates with custom Zendesk Sunshine automation. Tray Platform offers a library of pre-built connectors, custom logic operators, and data helpers so you can build the exact workflow you need for your specific use case. You can create multi-step automated workflows across all your favorite tools, including accounting software, project management software, file management system, conversation intelligence tool, internal chat tool, and more.

Now, you can supercharge your sales process by connecting any applications at the API level to set up any custom workflows in response to any trigger. You can book more meetings and improve sales data governance by using automation to optimize your lead lifecycle and instantly route hot leads to sales.

The Tray Platform empowers business users in sales, marketing, customer success, business operations, and many other departments to create custom Zendesk Sunshine automation. Now you can book more meetings by speeding up lead response times, and improve data hygiene by automatically de-duplicating lead and account data. You can even accelerate deal cycles by using automation to streamline the deal desk process.

Business users appreciate the Tray Platform’s ease of use. Power users rely on the platform to handle heavy-duty data jobs that process billions of records daily. Thanks to our elastic, serverless architecture, your workflows will scale according to your evolving data needs.

Need to improve your CRM data hygiene with automated batch updates? Need to streamline the sales-to-support handoffs between sales, finance, and customer success by syncing a project management tool to track onboarding tasks? Our platform can sync Zendesk Sunshine with any other apps, such as Slack, Intercom, Gong, Marketo, and NetSuite, and more.

Security experts trust our platform’s enterprise-grade security, even with their most sensitive information. The Tray Platform is SOC 2 Type 2-certified, and fully compliant with data privacy regulations such as GDPR, CCPA, and HIPAA.