Marketing integrations and automations
Campaign data, attribution and audience sync, so the numbers the team reports on come from one place.
The number the team reports and the number the platform reports disagree, and both are defensible, which is the problem. Most of the work is deciding where a fact lives, applying suppression inside your own systems instead of hoping a platform honours it, and keeping the touch history whole enough that attribution is a query rather than an argument.
Built with Tray Headless
How to build a campaign attribution pipeline
Stitch touches to accounts, publish more than one model, and reconcile spend against pipeline so the number survives a finance review.
Integration
How to build an ad audience sync
Build audiences from CRM state, suppress customers and open deals, hash before it leaves, and refresh often enough to matter.
Integration
How to build a webinar and event registration sync
Get registrations in before the event, split attended from registered, route the follow-up the same day, and attribute honestly.
Automation
Guides for other teams
- Revenue operations (17)
- Finance (8)
- Customer success (5)
- People operations (6)
- IT and security (7)
- Data operations (5)
- Platform engineering (4)
- AI operations (8)
- Legal and compliance (5)