Uses
Sales
Category
Project Management
Triggers
None
Connector type
Tray Connector
Operations
Delete call, Delete contact, Delete deal, List lead fields, List deal associated contacts, Create call, Create contact, Create deal, Create lead, Create note
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Uses
All
Category
Project Management
Triggers
None
Connector type
Tray Connector
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 dependencies
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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.