IntegrationsSeamless MS Office 365 + HubSpot integrations
Streamline your lead and file management with custom Microsoft Office 365 + HubSpot integrations on the low-code Tray Platform. Any business user can easily connect any data source at the API level, including email, flat files (such as CSVs), FTPs, webhooks, and any other cloud-based app—even using data within custom fields.
You don’t need extensive technical experience to bi-directionally sync any of your favorite SaaS tools in minutes. Simply drag-and-drop using our 100% visual interface to rapidly build powerful integrations that flow your lead, opportunity, document, email, and calendar data anywhere across your tech stack.
There’s more to the Tray Platform than just integrations. Our platform also empowers you to stand up custom Microsoft Office 365 + HubSpot automation to drive more conversions and maximize pipeline. Unlock the power of multi-step works and save hours of manual work. Now, you can use our platform to respond to leads quickly and at scale, improve sales productivity, and win more deals.
AutomationMS Office 365 + HubSpot automation
Get the absolute most out of your Microsoft Office 365 + HubSpot connectors by building multi-step workflows to fully unify your revenue and file data. Anyone in sales, marketing, sales operations, demand generation, and many other teams across the organization can use the Tray Platform to orchestrate dynamic automated processes that drive more leads and boost revenue.
Now, you can supercharge your campaigns and maximize productivity with custom Microsoft Office 365 + HubSpot automation. You can auto-sync lead, prospect, account, and customer data between Office 365 and any other tool. You can accelerate sales outreach by automatically sending follow-up emails to hot leads in Outlook. Or, you can dynamically schedule, update, or cancel sales meetings with prospects.
You can seamlessly connect Microsoft Office 365, HubSpot, and any other tool, including your internal chat tool, ERP, video conferencing tool, helpdesk, project management tool, business intelligence platform, chatbot, e-signature platform, accounting software, payment platform, content management system, and more. Our platform offers a full suite of pre-built connectors, data helpers, and custom logic operators so you can design customized, multi-step workflows that meet any business need.
Use casesPowerful file and lead management at scale
The Tray Platform makes it easy for business users to build Microsoft Office 365 + HubSpot integrations rapidly. Power users can also utilize our platform to run heavy-duty data jobs that process billions of records daily. And thanks to our elastic, serverless architecture, we can scale your workflows no matter how your data priorities change.
Take full control of your lead and file date with next-level Microsoft Office 365 + HubSpot automation. Need to speed up quote-to-cash processes by automatically emailing signed contracts to relevant stakeholders for approval? Need to create an end-to-end library of sales enablement documentation such as pitch decks, talk tracks, customer testimonials, historical email correspondence, sales scripts, and persona guides? Need to improve campaign performance by triggering personalized nurture emails to cold leads? The Tray Platform can automate any use case since we also connect popular tools such as SharePoint, Mailchimp, Power BI, Tableau, Slack, Jira, Zendesk, Microsoft Teams, Asana, Trello, DocuSign, Stripe, QuickBooks, NetSuite, Zoom, Intercom, WordPress, Shopify, Twilio, Xero, Calendly, and many others.
IT professionals trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, HIPAA, and CCPA.
