Resources / Blog
The hand-built iPaaS connector is dead. Vibe-code with Claude instead.Tray CDK now supports Claude Code, so you can build connectors by describing them instead of coding them from scratch. Here's what that means for integration teams still stuck in consultant queues and vendor backlogs.
Executive perspectivesSeven takeaways from SaaSpocalypse NowWe hosted enterprise IT and business technology leaders in San Francisco for an honest conversation about what the SaaS apocalypse actually looks like from the inside. Here are seven things that came out of the room.
Agent development and automationDefusing the MCP ticking time bombOver 40% of enterprise MCP deployments will face cybersecurity incidents by 2027, according to Gartner. The risk is already building. Here's what IT teams need to know now.
NewsMost enterprises are one iPaaS decision away from an AI bottleneck.Tray.ai is named a Nucleus Research iPaaS Leader for the seventh year. Here's why the criteria for evaluating integration platforms have changed — and what it means for enterprises building AI at scale.
NewsThe hand-built iPaaS connector is dead. Vibe-code with Claude instead.Tray CDK now supports Claude Code, so you can build connectors by describing them instead of coding them from scratch. Here's what that means for integration teams still stuck in consultant queues and vendor backlogs.
Executive perspectivesThe last Magic Quadrant: iPaaS has entered its AI reckoningAI orchestration is transforming the iPaaS market. Learn what the latest Gartner Magic Quadrant reveals about the future of integration platforms and enterprise AI infrastructure.
Architecture and integrationAI is exposing the limits of legacy data pipelinesAI agents are exposing the limits of legacy ETL and data pipelines. Learn why scaling AI requires unifying data transformation and orchestration.
Executive perspectivesWhat AI will really change at work in 2026AI will change work in 2026, but not the way most teams expect. Learn how agents, orchestration, and governance reshape specific roles across the enterprise.
NewsIntroducing Native Slack Interactions for Tray AgentsIntroducing Native Slack Interactions, a new guided experience in Merlin Agent Builder that lets teams build, deploy, and manage Slack-connected agents faster with zero manual Slack configuration.
Michael Douglas
Agent development and automationChatGPT vs Claude vs GeminiA practical comparison of ChatGPT, Claude, and Gemini for enterprise AI agents, focused on performance, security, governance, and real-world operability.
Agent development and automationAgent vs copilot vs chatbot: Understanding the differenceAgents, copilots, and chatbots serve different roles in enterprise AI. Learn how they differ in autonomy, capability, and architecture, and when to use each.
Executive perspectivesHow to think about measuring agent performanceLearn how to measure AI agent performance with a practical framework covering accuracy, tool usage, business impact, deflection rates, ACCT, AVM, and more. See how leading teams evaluate agents with confidence and scale.
Agent development and automationThe enterprise guide to LLMs: Selection, integration, and architectureLearn how enterprises choose, integrate, and govern LLMs. A practical guide to model selection, RAG, orchestration, and building AI systems that scale.
Agent development and automationMCP governance in the enterpriseThe Model Context Protocol (MCP) accelerates AI agent building, but without governance, it risks data and control. See how to secure it for enterprise use.
Agent development and automationEverything you need to know about AI agents for HRLearn how AI agents for HR automate onboarding, enforce policies, and resolve employee requests so HR and IT teams can deliver faster, more secure service at scale.
Executive perspectivesAI architecture is why most AI agent projects fail95% of enterprise AI pilots fail because teams skip foundational AI architecture decisions. Learn how the right architecture helps AI agents scale.
Agent development and automationFinding your AI agent Goldilocks zoneNot every workflow needs an AI agent. Learn when to use AI agents and how to find the enterprise “sweet spot” for automation.
Executive perspectivesHow to scale AI agents after the first oneHow to scale AI agents after the first one? Learn how enterprises prevent agent sprawl, establish ownership, and build governance for successful AI agent adoption.
Agent development and automation5 approaches to building LLM agents (and when to use each one)Explore five proven approaches to building LLM agents—wrappers, conversational platforms, automation tools, developer frameworks, and unified platforms—and learn when each is best for your business needs.
Michael Douglas
Agent development and automationWhat it really takes for enterprise AI readinessAI readiness requires more than models. Learn how Yext transformed integration into AI infrastructure to scale AI safely across the enterprise.
Executive perspectivesWhy AI agent orchestration is key to enterprise AIAI agents are everywhere, but without AI orchestration they create chaos. Learn why enterprises need unified platforms to govern and scale AI agents.
Executive perspectivesThe four blockers to AI agent adoption (and how to fix them)AI agent adoption is harder than building agents. Learn the four biggest challenges preventing enterprise AI agent adoption and how to fix them.
Executive perspectivesAI agent management: Why your first agent is easy and your fifth one breaks everythingAI agent management becomes critical as organizations scale beyond their first AI agent. Learn how enterprise teams avoid agent sprawl.
Executive perspectivesWhat it really takes to build for the AI-native eraDiscover what it really takes to succeed in the AI-native era, from governance and infrastructure to cross-functional teams. Learn why enterprise AI demands more than just models.
Customer storiesAI Agents in action: Lessons from tech innovatorsEnterprise AI agents are moving beyond chatbots to automate real operational work. Learn how leading tech teams deploy agents across IT, support, and business workflows.
Executive perspectivesAI agent sprawl: How to stay in control as teams build more AI agentsAI agent sprawl is the next SaaS sprawl. As every team rushes to build AI agents, IT risks losing control. Learn how to stay ahead with the right orchestration, governance, and infrastructure.
Agent development and automationModel Context Protocol: Game changer or just hype?What is the Model Context Protocol (MCP)? Learn how Anthropic’s MCP standard works, where it falls short today, and what it means for enterprise AI agents.
Agent development and automationEverything you need to know about ITSM agentsThe average IT support ticket takes over an hour to resolve—if you’re a human. Learn why it’s time IT service desks offload low-value tickets to an ITSM agent (and how to do it right).
Executive perspectivesFour paths to AI agents (and the one that scales)Learn how to build AI agents that scale across the enterprise. Compare prebuilt agents, DIY builds, domain tools, and AI orchestration platforms.
Executive perspectivesHow to build AI agents that actually work (not just chat)Most AI agents stop at chat—but real automation means reasoning, acting, and learning. Learn how to build AI agents that actually get work done, like an IT support agent that slashed tickets by 75%. See the demo and key steps to move beyond chat.
NewsHow Vanti and Tray.ai are advancing AI agentsWith Tray.ai’s acquisition of Vanti, discover how we are transforming AI agents with knowledge modeling and adaptability. Learn how AI agents can go beyond automation to reason, learn, and act - paving the way for the autonomous enterprise.
Executive perspectivesAI orchestration for CIOs who don’t want to be AI refereesAI orchestration for CIOs helps unify disconnected AI systems, restore governance, and prevent CIOs from becoming referees between competing enterprise AI tools.
Agent development and automationWhy IT needs an AI-powered support agent (and how it works)Learn how to build an AI IT support agent that automates access requests, integrates with tools like Okta and Slack, and helps IT teams eliminate manual provisioning.
Agent development and automation10 Tips to fast-track your GenAI projects with AI-ready iPaaSLearn 10 practical tips to accelerate GenAI deployment. Overcome integration, data, and scalability challenges to move generative AI from prototype to production.
Architecture and integration5 reasons your API Gateway won't cut it as your AI GatewayAI 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.
Executive perspectivesTop 5 must-haves to successfully build and deploy AI agentsAI agents will transform how businesses operate—but not all platforms are built to deliver. Discover your organization's five must-have capabilities to build scalable, high-value AI agents quickly, flexibly, and safely.
Executive perspectivesSetting the right pace for AI: Insight from Gartner IT SymposiumTray.ai CEO Rich Waldron shares strategic insights from the Gartner IT Symposium on pacing AI adaption, balancing innovation and driving business results.
NewsFirst of its kind native vector table for iPaaSLearn how Tray’s native vector table powers advanced AI capabilities, including real-time data processing and efficient handling of complex data. Build AI applications with greater performance and scalability, all within Tray’s AI-ready iPaaS.
Michael Douglas
Executive perspectivesiPaaS in an AI-driven worldA modern AI-enabled iPaaS solution that supports collaborative workflow design and management can break down silos between IT and business teams and propel automation initiatives forward.
Executive perspectivesThe next tech stack challenge: Combatting AI misalignmentAI misalignment is emerging as a major challenge for enterprises adopting AI across SaaS tools. Learn how to align AI systems, governance, and workflows.
Customer storiesQ&A: Inside Bynder’s integration strategyLearn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.
NewsExpanding on-premise capabilities with our new agentOn-premise solutions remain crucial for many organizations. The seismic shift from on-premise to the cloud has transformed many organizations, breaking down barriers, increasing scale, cutting costs, and sparking innovation.
Michael Douglas
Architecture and integrationHas PowerShell lost its power for IT operations?PowerShell automation works well for basic IT tasks, but it struggles at scale. Learn the limitations of PowerShell automation and how modern IT teams overcome them.
Michael Douglas
NewsWelcome to Tray.ai: The fast, flexible, and safe AI-ready iPaaSDiscover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.
NewsTray and Amazon Bedrock: Boosting sales prep efficiencyLearn how sales teams automate sales preparation with AI using Tray and Amazon Bedrock to research accounts, summarize insights, and prepare for meetings faster.
Architecture and integrationReduce your integration technical debt with a modern iPaaSGartner states that integration technical debt is crushing IT agility. Learn how modern iPaaS reduces technical debt so IT teams can stop maintaining and start innovating.
Michael Douglas
Architecture and integrationWorking with the Intercom API: What you need to knowTired 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.
Architecture and integrationIntroduction to working with Slack programmaticallyLearn how to use Slack’s API to increase collaboration and productivity throughout your organization dramatically. Build Slack apps that help you do more faster.
Architecture and integrationWhat is API integration? A practical guideAPI integration connects your applications so they can share data automatically. Learn how it works, common patterns, and how to build integrations without writing everything from scratch.
Operations in practiceSolving the challenges of modern customer support with automationLearn how to solve the challenges of modern customer support with automation.
Architecture and integrationTurning real-time event streams into game-changing valueAutomate streaming event data with ease on the Tray Platform.
Operations in practiceBuild a revenue operations team as a revenue ops leaderThis article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.
Operations in practiceHow low-code workflow automation speeds up IT projectsFind out why companies are choosing low-code workflow automation platforms to accelerate IT projects.
Operations in practiceHow to automate lead enrichmentLead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.
Operations in practiceHow to automate lead list uploadsLead 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.
Agent development and automationReduce costs, boost efficiency with AI knowledge agentsImplementing an intelligent knowledge agent saved one company $40 million. Learn how you can build a powerful and secure knowledge agent using a modern iPaaS platform.
Operations in practiceHow to automate lead-to-account matching to drive alignmentLearn 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.
Operations in practiceHow to automate lead routing to win more dealsIncrease sales productivity and boost revenue by automating lead routing to rapidly execute lead assignment rules. Go beyond Salesforce lead assignment rules with automation.
Agent development and automationNavigating the AI Adoption LadderExplore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.
Operations in practiceHow to automate software license optimizationEvery year, companies waste thousands of dollars on unused software licenses. Learn how we use Tray to automate software license optimization.
Executive perspectivesTray named a Visionary in the 2024 Gartner® Magic Quadrant™ for iPaaSIn the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.
Operations in practiceDrive sales-marketing alignment by sharing sales winsAlign your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.
NewsExtend your automation reach with new templates & connectorsIntroducing new and enhanced connectors and templates for improved connectivity and automation reach.
Architecture and integrationTips and tricks for optimizing your task usageLearn best practices around optimizing your task usage for maximum efficiency.
Operations in practiceHow to integrate Facebook lead ads data with SalesforceLearn 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.
NewsIntroducing Tray Academy CertificatesUnlock 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!
NewsTray.ai partners with Amazon Web Services (AWS)Use Tray to transform processes and boost operational efficiency by integrating your tech stack with applications powered by the leading cloud infrastructure provider.
Operations in practiceA guide to accounts receivable (AR) automationDiscover the power of accounts receivable (AR) automation in enhancing cash flow management. Transform your AR processes for financial efficiency.
Operations in practiceMaximize attendance & reduce no-shows with data-driven automationFind 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.
NewsIntroducing new beginner courses on Tray AcademyGet started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.
Operations in practiceThe ultimate guide to hiring a RevOps ManagerDiscover what makes a great RevOps Manager, what their first 90 days should look like, and what critical platform they need for success.
NewsUnlock profitability with order-to-cash automation templatesFree up finance teams and boost profitability with Tray's order-to-cash (O2C) automation templates. Transform finance processes and expedite cash flow for success.
NewsQ&A Part 3: Ensuring data security with Tray Merlin AIEverything you wanted to know about Merlin, the new natural language automation capability in the Tray platform.
Operations in practiceHow to speed up manual lead enrichment with automationIf 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.
Operations in practiceA look at the Tray Salesforce Marketing Cloud connectorAlert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.
Operations in practiceEdge out competitors by automating conversation intelligenceHow to instantly alert sales reps of competitor mentions in customer calls
Operations in practiceHow to integrate NPS into Salesforce CRMCustomer 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?
Architecture and integrationPersistent data storage at the solution instance levelSharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.
NewsQ&A Part 2: Supercharge automation with Tray Merlin AILearn even more about Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to more of your questions and supercharge your automation this game-changing technology.
Agent development and automationEmbracing automation and AI for success in salesLearn how sales teams can best leverage AI to revolutionize their sales strategy in this guest blog from HubSpot.
Operations in practice3 ways to plug revenue leakages with O2C automationDiscover how order-to-cash (O2C) automation can plug revenue leakages by reducing manual errors, accelerating cash flow, and enhancing process visibility.
Operations in practiceScale onboarding and security with automated provisioningEnable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.
Operations in practiceThe RevOps secret weapon: Low-code automationDiscover the secret weapon for RevOps success: low code automation. Learn game-changing use cases and essential features for seamless customer experiences.
NewsQ&A Part 1: Unleashing the power of Tray Merlin AIDiscover Tray Merlin AI, the groundbreaking natural language automation capability in the Tray platform. Get answers to your top questions and unlock the power of this game-changing technology.
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.
- NewsTransforming AI into action: An inside look at Tray Merlin
Discover how Tray Merlin AI is changing the game in automation by transforming Large Language Model outputs into powerful automated workflows.
Operations in practice4 signs your order-to-cash process is brokenOptimizing your order-to-cash (O2C) process can lead to a 10 – 15% increase in revenue and tremendous cost savings. Get started by addressing these four common challenges.
Architecture and integrationWorking with ADP Workforce Now APIs for HR and payrollLearn 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.
Operations in practiceFrom Zero to RevOps Hero: How to Build a Winning RevOps TeamDiscover how to build a high-performing RevOps team to drive revenue growth, foster collaboration, and leverage low-code automation platforms like Tray for long-term business success.
Operations in practiceAuto-detect upsells & renewals to grow customer accountsLearn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.
NewsTray Insights Hub: Your integration cockpitInsights Hub delivers operational insight into performance, adoption, and other key metrics for the Tray Universal Automation Cloud.
Operations in practiceAccelerate revenue growth with order-to-cash automationEnd manual work and automate your way to cash faster with order-to-cash (O2C) automation.
Operations in practiceAutomate your marketing metrics in 4 simple stepsLearn how to automate digital marketing metrics to drive actionable marketing insights faster.
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.
Operations in practiceConvert more leads and retain customers with chat insightsConvert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.
Operations in practiceEngage high-intent leads from G2 buyer intent dataLearn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.
Operations in practiceAccelerate trade show lead follow-up with automationLearn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.
Operations in practiceMaximize webinar leads with video conferencing integrationReduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.
Agent development and automation5 signs you need to uplevel your automation platformAs your business grows and workflows become more complex, you may need to uplevel your automation platform to be more flexible and scalable. Look out for these five signs it’s time to upgrade your automation platform.
Operations in practiceHow to automate the entire lead lifecycleLearn 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.
Operations in practiceThe ultimate guide to updating Salesforce in bulkEasily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.
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.
Operations in practiceAutomating lead list upload for faster lead follow-upLearn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.
Operations in practiceBuilding your RevOps machine: the essential tech stackMaximize your revenue potential with the right tech stack. Learn why the perfect RevOps tech stack has low-code automation at its center.
Executive perspectivesAt the forefront of a tectonic shift in automationGartner® Names Tray.ai as a Sole Challenger in the 2023 iPaaS Magic Quadrant™. Learn why we're at the forefront of a tectonic shift in automation.
Operations in practiceThe ultimate guide to automating the entire lead lifecycleLearn 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.
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.
Operations in practiceGetting started with RevOps: A Beginner’s GuideLearn everything you need to know for getting started with Revenue Operations in this beginner’s guide.
Architecture and integrationiPaaS vs RPA: What’s the difference?Compare iPaaS vs RPA to understand the key differences between integration platforms and robotic process automation and when each is best for business automation.
Operations in practiceMaximize trade show ROI by automating target listsLearn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.
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.
Operations in practiceRespond faster to web chats and streamline sales follow-upLearn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.
Architecture and integrationEmbedded integrations: Everything you need to knowProduct and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.
Operations in practiceBoost sales outreach with trade show insights sent to your CRMLearn how to strengthen your sales outreach and instantly prioritize hot leads from trade shows with automated note uploads to your CRM.
Operations in practiceThe six habits of highly successful business technologistsAttention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.
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 practiceHow to boost sales productivity by automating away chat spamWith 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.
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 practiceLead routing and scoring simplified: From data to ROILead 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.
Architecture and integrationWhat are webhooks? (for non-technical people)What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?
Architecture and integrationFive reasons why services teams need an integration solutionStruggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.
Operations in practiceAutomate churn prediction and re-engage opt-out customersLearn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.
Executive perspectivesAutomation maturity: Your company’s secret weaponLearn how organizations build a sustained competitive advantage with automation maturity.
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 automate deep-funnel SEM bidding for B2B Target ROASLearn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.
Operations in practiceQualify leads and grow engagement by identifying intent in dataLearn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.
Operations in practiceHow to align your tech stack with your organizationLearn how to drive adoption and ROI from your tech stack by aligning it with your team.
Architecture and integrationThe beginner’s guide to embedded integrationsLearn the what, why, and how of embedded integration platforms in this beginner’s guide.
Operations in practiceEngage prospects on demand with direct mail automationIn this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.
Architecture and integrationPower data-driven insights with AWS automation for cloud storageLearn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.
Operations in practiceDrive down CPC and target the best leads automaticallyLearn 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.
Operations in practiceMicrosoft Teams integrations made easyEasily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.
Operations in practiceExceed SDR quota with automated activity metricsLearn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.
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.
Operations in practiceMaximizing HubSpot FormsLearn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.
Operations in practiceHow to secure Slack with low-code automationImprove Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.
Operations in practiceStreamline strategic sales with an automated deal deskDeal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.
Operations in practiceWin more deals by automating win/loss analysis and insightsLearn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.
Operations in practiceThe practical guide to building the perfect tech stack for RevOpsThis 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.
Operations in practiceIncrease conversions with automated sales meeting follow-upLearn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.
Operations in practiceAutomate your way to CRM data hygieneThis 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.
Operations in practiceHow to scale high-volume e-commerce order fulfillmentMeet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.
Operations in practiceStoring a last modified time stamp on a solution instanceEver 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.
Architecture and integrationTranslating programming constructs to Tray workflowsHow 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.
Architecture and integrationServerless workflows go mainstream to meet data demandsLearn how growth-focused businesses are turning to serverless workflows to achieve their data integration and automation initiatives.
Architecture and integrationEmbedded integrations are table stakes for software vendorsIf you work in software, API integrations for your product with your customers’ tech stack are no longer a nice-to-have. Your customers expect them.
Operations in practiceHow to load LinkedIn lead data into your CRMLearn 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.
Architecture and integrationAutomation drives low-code digital transformationLearn how the surge in demand for automation and integration promotes businesses to adopt a low code digital transformation strategy.
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!
Operations in practiceHow to personalize email nurture streams with automationLearn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.
Operations in practiceExpand customer marketing with automated customer advocacySecure more reviews, testimonials, and case studies with automated customer marketing campaigns. Learn how you can easily integrate and automate your tech stack.
Operations in practiceThe professional guide to revenue operationsA revenue operations team includes marketing operations, sales operations, and customer operations. Learn the role, challenges, and how to win in revenue ops.
Operations in practiceSales operations best practices: Closing the sales to revenue gapSales 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.
Operations in practiceHow to automate marketing analyticsThe 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.
Operations in practiceJira integration made easy with the Jira connectorBuild a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.
Operations in practiceA look at the Tray Zoom connectorDrive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.
Architecture and integrationHow do APIs work?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?”
Operations in practiceMake customer insights actionable with product usage dataDiscover 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.
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