Niels Fogt
Sr. Director, Automation Solutions
11 posts
Architecture and integrationCallable Lookup: Employee DirectoryHere we explore the "callable lookup" design concept through the lens of an employee directory, where you can search for an employee with a variety of system identifiers.
Operations in practiceOpen Source RevOps: 1st steps of the lead processing pipelineThis post is the 3rd in our series around how to build an inbound lead processing pipeline using the Tray platform. It dives in to take a closer look at the workflows that underpin the first half of the pipeline.
NewsSupport, learning, & community: the Tray customer experienceDiscover how Tray.ai's exceptional customer experience is built on a foundation of personalized support, self-guided learning, and a thriving community, all designed to empower users on their automation journey with the Tray.io iPaaS platform.
Architecture and integrationSteal this custom Salesforce SyncSyncing CRM data to downstream systems is table stakes for many SaaS platforms. In this post, we'll show you how to create your own custom Salesforce sync, using Iterable as the example destination.
Architecture and integrationReal-time alerts for workflow errorsLearn how to setup a basic workflow alert via Slack for your integration and automation workflows on Tray.
Architecture and integrationReducing error fatigue with an error reporting dashboardIn this post we cover how to send workflow error data to your warehouse and build a heads up dashboard to monitor and fix workflow errors with ease.
Operations in practiceIntro to the lead processing pipeline on the Tray platformGet a hands on look at how B2B lead management can be handled using this workflow on the Tray platform
Operations in practiceLow code is the future of lead management (and RevOps)RevOps routes leads faster and more reliably using low-code automation. See exactly how it's done in this introductory post of our 4-part blog post series: Mastering the B2B Lead lifecycle.
Operations in practiceInstabook prospects that fit your ICPLearn how to identify ideal prospects using web form data and surface instant booking to increase sales meeting attendance rates.
Operations in practiceHow to identify anonymous Intercom leads using Marketo + TrayLearn how to discover more warm leads by identifying anonymous Intercom prospects using automation with your Marketo lead capture forms.
Architecture and integrationBasic ETL on the Tray platform tutorialLearn the fundamentals of building an ETL data pipeline using the Tray.ai low-code platform. While we use a fake SaaS service as a source and Google BigQuery as our warehouse, the ideas shared are applicable to any data source or warehouse!
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