Niels Fogt
Sr. Director, Automation Solutions
9 posts
Architecture and integrationCallable Lookup: Employee DirectoryThe callable lookup pattern, built as an employee directory you can query by any system identifier. How it works and how to try it on your own data.
NewsSupport, learning, & community: the Tray customer experienceTray Advantage is a services suite built around one idea: getting your first use case live is not the same as running an automation practice in-house.
Architecture and integrationSteal this custom Salesforce SyncThe real-time and backfill architecture behind a custom Salesforce sync we built to Iterable in under two weeks. Copy the build for your own CRM.
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 practiceLead processing pipelines: what they are and what stalls themThe six lifecycle steps run as one pipeline, not six separate jobs. What that changes about how it fails, and where the stalls actually happen.
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 tutorialBuild an ETL pipeline step by step on Tray, from data mapping to batching for production. The example uses BigQuery; the patterns fit any warehouse.
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