G2 Crowd integration + automation

With G2 automation, you can connect to all of your go-to tools at the API level, including your marketing automation platform, CRM, web chat tool, and even other sources of intent data. Plus, our library of pre-built connectors, logic-based operators, and data helpers ensure you can build processes that meet your precise needs.

Do you work in sales, marketing, or revenue operations? Regardless of your role or your expertise, you can start building powerful automated processes today. Unsilo your tech stack and experience automation without limits on the Tray Platform. 

With G2 + the Tray Platform, you can pull user intent data and use it to personalize offers, find new leads, and conduct competitive research. Or, you can create automated workflows that identify power users in your customer base and invite them to add a review. The possibilities are endless to drive revenue and maximize the efficiency of the tools you already have.

Regardless of your technical experience, you can automatically make G2 intent data available across the tools you use daily. And power users love using the Tray Platform to handle heavy-duty data jobs that process billions of records every day. We built our platform on elastic, serverless architecture, so you don’t have to worry about constantly changing your workflows as your data needs evolve.

Need to create a phantom funnel that pulls G2 intent data into your CRM for follow-up from your sales team? Need to automate your customer advocacy programs and send review requests to power users? You can connect G2 data to your preferred CRM, such as Salesforce, your chosen marketing automation platform, such as Marketo, your business intelligence tool, such as Microsoft BI, or your favorite chat application, such as Slack. 

And because the Tray Platform offers enterprise-grade security, including SOC 2 Type 2, and is compliant with critical data privacy regulations such as GDPR and CCPA, you can trust us to handle your most sensitive financial data.