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Postmates

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Clubhouse

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Zuora

Ometria

ClickUp

AWS Cognito

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Blueshift

PowerSchool

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Constant Contact

Atlassian

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Amplitude

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LeafLink

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Ellucian Ethos

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AWS CloudWatch

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Alteryx

Kanban Tool

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AWS Cloudfront

Kazoo HR

The alias method is used to merge two user identities, effectively connecting two sets of user data as one.

Alias identities

Track one or more events to Segment in one batch, to keep API calls efficient.

Batch

Get a single profile’s external ids within a collection using an external_id.

Get Profile External ID's (Alpha)

Get a single profile’s properties within a collection using an external id.

Get Profile Properties (Alpha)

Get a single profile’s events within a collection using an external ID.

Get Profile Events (Alpha)

The group method lets you associate a user with a group, like an account or organization.

Group user

The identify method is how you tie one of your users and their actions to a recognizable userId and traits.

Identify user

The track method is how you record any actions your users perform.

Track event

The page method lets your record whenever a user sees a page of your website.

Track page

Get a single profile’s traits within a collection using an external_id.

Get Profile Traits (Alpha)

Trigger this workflow only when new user aliases are created.

On user alias

Trigger this workflow only when a user is identified.  This usually happens at account creation.

On user identify

Trigger this workflow on every segment event. You can then apply a custom set of filters.

On all messages

Trigger this workflow only when a user performs an action that triggers an event.

On event track

Trigger this workflow only when a new user is added to a group.

On group track

Trigger this workflow only on pageview events.

On page track

Trigger this workflow only when a user sees a new screen on your app.

On screen track

Segment

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Make customer insights actionable with product usage data

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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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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

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Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Customer Data Platform (CDP)

Lists contact names from your organisation

List contact names DDL

List user names DDL

Get user

Update lead

Get lead

List lead names DDL

List lead contact names DDL

Delete contact

List all the users who are members of the same organizations as you are.

List users

List types DDL

Create a new lead - be aware that sending a blank request will create a blank lead

Create lead

Create contact

Delete lead

List contacts

Get contact

Update contact

List leads

List lead statuses for your organization


List lead statuses DDL

Merge two leads - be aware the source lead will be deleted after it's merged into the destination lead. If conflicts exist the data from the destination lead will be kept and the data from the source lead will be discarded

Merge leads

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

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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

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Sales

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Close

Contact Management

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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

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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

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Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

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Resources Customer Spotlight - Primary

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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 Segment and Close

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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.

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"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

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

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

Integrate Segment and Close 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 Segment and Close and any other API, database, webhook, and more.

Segment and Close integration + automation

Segment and Close Connector Details

Popular Segment and Close integrations

Segment and Close templates