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Salesforce Pardot and DocuSign integration + automation

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

Salesforce Pardot and DocuSign Connector Details

Salesforce Pardot

Salesforce Pardot

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UsesMarketing
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Batch create prospectsBatch update prospectsBatch upsert prospectsCreate custom fieldCreate listCreate prospectGet prospect by IDGet prospect by emailGet tagGet visitorList campaignsList custom fields
View documentation
DocuSign

DocuSign

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UsesSales, All
CategoryE-Signature
Connector TypeTray Connector
Operations
List envelope documentsApply envelope document templatesApply envelope templatesCreate EnvelopeCreate envelope custom fieldsCreate envelope from templateDelete envelope custom fieldsDelete envelope templateDownload envelope documentGet account detailsGet envelope by IDGet template
View documentation

The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.

David Dorman of Digital Ocean works with Tray.io
David Dorman, Director of Growth and Demand Generation
DigitalOcean

Tray is the leading AI ready integration and automation platform

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