Iterable integration + automation

Take full control of the lead lifecycle across every channel with custom Iterable automation. Whether you’re looking to acquire, engage, or retain customers, anyone can build powerful multi-step workflows to drive pipeline and increase customer lifetime value. The Tray Platform offers a library of pre-built connectors, data helpers, and custom logic operators that helps you customize your workflows in whatever way you need.

Business users in marketing, sales, e-commerce, growth, and many other departments across the organization use our Iterable connector to scale their mission-critical marketing processes. Now, your marketing team can lift customer engagement by automatically generating personalized email follow-ups when a customer submits a form. Or, your e-commerce experts can sell more products at checkout by auto-triggering cart abandonment alerts. 

The Tray Platform makes it easy to sync Iterable with all your favorite cloud tools such as your CRM, e-commerce software, customer data platform, helpdesk, marketing automation platform, email marketing service, and many more.

Business users love the Tray Platform’s ease-of-use. Power users rely on our platform to handle large-scale data jobs that process billions of records every day. And thanks to our elastic, serverless architecture, all your workflows will automatically scale with your evolving data needs.

You have the power to design heavy-duty Iterable automation that streamlines the customer journey and supercharges campaign conversion rates. Need to automatically send follow-up SMS messages after a prospect opens an email? Need to personalize messages across multiple channels using data from other sources in your tech stack? Need to create nurture sequences that deliver targeted emails based on a prospect’s high-intent searches on your website? The Tray Platform can automate any process since we also integrate important tools such as Salesforce, Shopify, SendGrid, Amplitude, Segment, ZoomInfo, and many others. 

Security teams trust our platform because we offer enterprise-grade security. Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations including GDPR, CCPA, and HIPAA.