Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

We have to use this b/c they don't want us using their logo

ADP Generic

ADP Workforce Now

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SAP SuccessFactors

Paylocity - Icon

Paylocity

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Copper - Icon

Copper

Mindbody - Icon

Mindbody

BambooHR

Pipedrive - Icon

Pipedrive

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Streak

Zenefits - Icon

Zenefits

SugarCRM - Icon

SugarCRM

Greenhouse

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Pipeliner

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Freshsale

Freshsales

Get employee enrollment information by employee number.

Get employee enrollment info

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Dropbox

Dropbox is a modern workspace designed to reduce busywork-so you can focus on the things that matter. Sign in and put your creative energy to work.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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ANONYMOUS - Social Media Leader

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PlanSource

Human Resources Information Systems (HRIS)

Create contact list

Creates a segment from a list of contact IDs.

Create segment from contact IDs

Get campaign history

Get the attribute fields of a contact list.

Get contact list attributes

Get details of contact lists based on a given list of contact list IDs.

Get contact lists details

Get segment

Get sub account

List sub accounts

List sub accounts DDL

Get a list of contacts for a particular contact list.

List contact list contacts

List contact list contacts DDL

List contact lists

List contact lists DDL

List emails

List emails DDL

List segments

List segments DDL

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.

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Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

Benchmark

Customer Relationship Management (CRM)

"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

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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 PlanSource and Benchmark

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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

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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]

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

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

Integrate PlanSource and Benchmark 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 PlanSource and Benchmark and any other API, database, webhook, and more.

PlanSource and Benchmark integration + automation

PlanSource and Benchmark Connector Details

Popular PlanSource and Benchmark integrations

PlanSource and Benchmark templates