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QuickBooks Online

Clubhouse

Zuora - Icon

Zuora

Grafana

PowerSchool

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Sage Intacct

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Postmates

Sage 300 - Icon

Sage 300

Sailthru - Icon

Sailthru

PortaBilling - Icon

PortaBilling

Stripe - Icon

Stripe

AWS Cognito

ClickUp

Square - Icon

Square

Talkdesk - Icon

Talkdesk

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Anaplan

Constant Contact - Icon

Constant Contact

Xero - Icon

Xero

Amplitude - Icon

Amplitude

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AWS Cloudfront

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

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Vestorly - Jonathan Tartell

Finance and Accounting

BlackLine

Lists contact names from your organisation

List contact names DDL

List user names DDL

Get user

Update lead

Get lead

List lead names DDL

List lead contact names DDL

Delete contact

List all the users who are members of the same organizations as you are.

List users

List types DDL

Create a new lead - be aware that sending a blank request will create a blank lead

Create lead

Create contact

Delete lead

List contacts

Get contact

Update contact

List leads

List lead statuses for your organization


List lead statuses DDL

Merge two leads - be aware the source lead will be deleted after it's merged into the destination lead. If conflicts exist the data from the destination lead will be kept and the data from the source lead will be discarded

Merge leads

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

mark

Close

Contact Management

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

Logo - Beyond Finance - White

Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

Udemy - White Full

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to BlackLine and Close

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Tray is the leading AI ready integration and automation platform

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

First Name

Last Name

Email

Submit (Get a demo)

How did you hear about Tray - Interactive Tour (Hidden)

offer_type (interactive tour)

Salesforce Campaign ID (Interactive Tour)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

BlackLine and Close integrations couldn’t be easier with the Tray platform’s robust BlackLine and Close connector, which connects any services without the need for separate integration tools.

BlackLine and Close integrations couldn’t be easier with the Tray platform’s robust BlackLine and Close connectors, which can connect to any service without the need for separate integration tools.

Integrate BlackLine and Close with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to BlackLine and Close and any other API, database, webhook, and more.

BlackLine and Close integration + automation

BlackLine and Close Connector Details

Popular BlackLine and Close integrations

BlackLine and Close templates