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Salesforce

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Microsoft Dynamics 365

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QuickBooks Online

Zendesk Sell

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Sage 300

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Sage Intacct

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PortaBilling

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ConnectWise

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Stripe

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Copper

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Streak

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Pipedrive

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SugarCRM

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Mindbody

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Virtuous CRM

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Zoho CRM

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Anaplan

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Pipeliner

Freshsale

Freshsales

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Agile CRM

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

Vena Solutions

Delete Account

Get Account By ID

Create Account

Get Lists (DDL)

Get a single list item from a specific list

Get List Item

Create Contact

Update a contact in your account by its ID

Update Contact

Delete Contact

Get Accounts (DDL)

Delete a specific list item from a specific list

Delete List Item

Get Contact

Get all of the contacts within your account

Get All Contacts

Get List Items

Get Lists

Get Accounts

Get List By ID

Get List Fields (DDL)

Create a new item and add it to a specific list

Create List Item

Update the properties of a specific list item from a specific list

Update List Item

Get Account Fields (DDL)

Update Account

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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The ultimate guide to automating the entire lead lifecycle

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

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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David Dorman of Digital Ocean works with Tray.io

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Marketing

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SalesforceIQ

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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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

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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)

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Tray is the leading AI ready integration and automation platform

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

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

Integrate Vena Solutions and SalesforceIQ 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 Vena Solutions and SalesforceIQ and any other API, database, webhook, and more.