Tray.ai

AI is transforming businesses at breakneck speed, but your API gateway could be the bottleneck holding you back. Learn the five critical reasons enterprises need AI Gateways to deliver AI projects faster.

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.

Learn how sales teams automate sales preparation with AI using Tray and Amazon Bedrock to research accounts, summarize insights, and prepare for meetings faster.

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.

Learn how to use Slack’s API to increase collaboration and productivity throughout your organization dramatically. Build Slack apps that help you do more faster.

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.

Lead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.

Lead lifecycle management begins with lead intake. Automating lead list uploads gets accurate leads to sales reps for faster follow-up, resulting in higher conversion rates.

Learn how to automate lead-to-account matching to drive sales, marketing, and revenue alignment and increase sales productivity by saving the time of prospecting leads in already-existing accounts.

Increase sales productivity and boost revenue by automating lead routing to rapidly execute lead assignment rules. Go beyond Salesforce lead assignment rules with automation.

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.

Learn how to integrate Facebook lead ads data with Salesforce. We'll discuss how to drive lead conversion and get the most out of your CRM by integrating Facebook lead ads data with Salesforce.

Unlock your full automation potential with new certificate courses for the Tray platform. We are thrilled to announce the launch of our brand-new certificate courses at Tray Academy!

Use Tray to transform processes and boost operational efficiency by integrating your tech stack with applications powered by the leading cloud infrastructure provider.

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.

If you’re in marketing operations, you already know the importance of lead enrichment - ensuring every lead is complete including their full name, location, company name, company size, and other details key to running your business.

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

Customer marketing starts with uncovering the most delighted customers. But this is a challenge for most organizations. If you have lots of clients that are happy, how do you find the thrilled ones that will jump at the opportunity to sing your praises?

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.

Learn about ADP Workforce Now APIs for HR and payroll. We’ll review application types, popular APIs, and use cases so you can deliver an exceptional employee experience.

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.

Learn how to automate the entire lead lifecycle to speed up lead management, follow up faster and convert more leads. Build an automated lead management system without separate lead management software, with an easy-to-use clicks or code approach.

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

Learn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.

Learn how automation brings speed, flexibility, and reliability to your sales pipeline so no lead gets left behind in this ultimate guide to lead lifecycle management.

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.

Learn how to strengthen your sales outreach and instantly prioritize hot leads from trade shows with automated note uploads to your CRM.

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

With an automated process for spam management, sales teams can spend more time working on tasks that generate meaningful impact. We breakdown a workflow that automates away chat spam in Intercom to boost sales productivity.

Lead management is all about intent. Facilitating a prospect’s interest is an important step in eventually cultivating leads, but even the coldest leads can express intrigue without necessarily intending to buy.

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.

Learn how to drive adoption and ROI from your tech stack by aligning it with your team.

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.

This article covers how to buy apps for your revenue tech stack to provide you the best solutions to your everyday operations challenges and provide your team the highest ROI.

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

This article will cover exactly how sales operations experts can use automation to ensure constant, auto-refreshed CRM data to enable their sales teams. Data hygiene is an essential issue for sales operations professionals.

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

Ever wonder when your solution instance was last modified? Perhaps you want to know the previous state information before modification? This blog post will delve into how to store various information whenever a solution instance has been modified.

How do I implement a function in Tray? What about a switch statement? While loops? This blog will walk through how to implement such programming constructs in Tray.

Learn to load LinkedIn lead data into your CRM. We'll review LinkedIn lead gen APIs, functionality, and common challenges with loading LinkedIn lead data into your CRM.

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.

Secure more reviews, testimonials, and case studies with automated customer marketing campaigns. Learn how you can easily integrate and automate your tech stack.

A revenue operations team includes marketing operations, sales operations, and customer operations. Learn the role, challenges, and how to win in revenue ops.

Sales ops best practices need to include integration and automation As an operations expert, you’ve already developed a full playbook of sales operations best practices that covers how you assign and track opportunities, close deals, and report revenue.

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.

The best marketing analytics automation gives you the speed and accuracy that comes from combining critical marketing data that’s typically siloed across multiple channels. Learn how we used the Tray platform to automate our marketing analytics.

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.

Anyone who works with business software has heard terms like “API” and “webhooks” thrown around. In this article, we’ll not only cover what APIs are, but we’ll also answer the question: “How do APIs work?”

Discover how to leverage product usage data to drive insights across marketing, sales, and support. Learn strategies to overcome data silos, integrate tech stacks, and make data-driven decisions to enhance customer engagement and reduce churn.