Tray.ai

Your integration platform now answers for three kinds of work. The contract was scoped against one of them. Three questions to put to your account team before anyone quotes a figure.

Snapchat's cloud cost per daily user jumped from $0.59 to $0.85 once AI landed. Your API gateway cannot see that, let alone do anything about it.

Learn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.

Discover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.

Amazon Bedrock now connects to Tray. How sales teams use it to research accounts, summarize insights, and walk into meetings already prepared.

Tired of manually exporting Intercom data? We’ll show you the fundamentals of the Intercom API, key data types, and how to boost retention and revenue.

What Slack's API can do, how permissions and scopes work, and the common patterns for alerts, approvals, and provisioning built on top of it.

Learn how to solve the challenges of modern customer support with automation.

Automate streaming event data with ease on the Tray Platform.

This article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.

Enrichment is where a lead stops being routable. What breaks when a team wires it themselves, and what the rest of the lifecycle depends on.

Matching decides whether a new lead belongs to an account you already work. What makes it hard, and what it costs when it silently stops working.

Routing assigns every lead an owner. Why the rules go stale faster than anything else in the lifecycle, and what it costs before anyone notices.

Explore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.

In the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.

Align your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.

Introducing new and enhanced connectors and templates for improved connectivity and automation reach.

Connect Facebook lead ads to Salesforce so leads land in your CRM in seconds. The integration options, real use cases, and what it does for ad spend.

Tray Academy certificate courses are live. Hands-on training that takes you from your first workflow to scalable automation architecture.

Tray.ai is now on AWS Marketplace and in the AWS Partner Network. What that means for buying, deploying, and running Tray on AWS infrastructure.

Find out which prospects are most likely to no-show meetings by automating your CRM. Learn how to increase attendance rates and drive better sales decisions.

Get started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.

Alert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.

How to instantly alert sales reps of competitor mentions in customer calls

A step-by-step build that pipes NPS responses into Salesforce, so you can find your promoters and ask the right ones without burning them out.

Sharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.

Enable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.

A walkthrough of ADP Workforce Now's Workers v2 and Pay data input APIs, the application types you need, and how to connect payroll to the rest of HR.

Learn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.

Learn how to automate digital marketing metrics to drive actionable marketing insights faster.

Convert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.

Learn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.

Learn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.

Reduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.

Easily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.

Uploads are the first step in the lifecycle and the one that fails most often. What breaks, and why the damage shows up three steps later.

A lead passes through six steps before a rep can act on it. What each one does, what breaks, and why the failures show up somewhere other than where they started.

Learn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.

Learn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.

Product and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.

Attention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.

Reps who reply fast are far likelier to reach a decision-maker, and chat spam eats that window. How Intercom, Segment and Slack close it automatically.

A score decides what gets attention first. Why scores drift, why nobody notices, and what the model depends on upstream.

What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?

Struggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.

Learn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.

Learn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.

Learn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.

In this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.

Learn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.

Learn how you can tap into the lead data in your tech stack to automate audience management in your ad platform. Target your best leads and lower CPC.

Easily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.

Learn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.

Learn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.

Improve Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.

Deal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.

Learn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.

Suite or best-of-breed, build or buy, and the checklist to run before you sign. A practical guide to a revenue tech stack that earns its keep.

Learn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.

The last step in the lifecycle is knowing whether any of it worked. When records are inconsistent, the funnel report measures your data quality instead of your demand.

Meet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.

A single Tray workflow that records when a solution instance changed and what it looked like before, using a hidden config property and the API.

If you can write the logic in code, you can build it on a canvas. How loops, conditionals and functions map onto the equivalent Tray workflow patterns.

How LinkedIn's lead gen API works, from ad forms to notification webhooks, and how to get that lead data into your CRM without a pile of manual steps.

Learn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.

Businesses that empower teams to learn new technical skills drive efficiencies and flip from being cost driven to being value driven.

Find your happiest customers automatically and route them into evergreen campaigns, so reviews, testimonials, and case studies keep arriving.

This guide breaks down the critical steps in the sales cycle including prospecting, qualification, and closing, as well as challenges you’ll encounter.

There is no such thing as too much data. In fact, teams increasingly collect all types of data to better engage users.

Pulling board-deck numbers out of six tools by hand is how a week disappears. The seven steps we used to automate revenue funnel reporting on Tray.

Build a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.

Drive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.

In 2002 Jeff Bezos ordered every Amazon team to expose its data through an interface. That mandate is why APIs matter, and how they actually work.

Product usage data tells you who is thriving and who is about to churn. How to get it out of silos and in front of marketing, sales, and support.