The agent that works your CRM for you

Why it matters 

Sales and marketing teams waste time digging through records, pulling reports, and clicking between tools to run basic CRM workflows.

This agent handles it for them. It creates and updates Salesforce campaigns, follows your naming rules, and adds the right contacts automatically. It flags accounts coming up for renewal, creates follow-up tasks, and drafts emails so reps don’t have to start from scratch.

One of many examples from the Tray Agent Gallery, where IT builds agents that keep go-to-market teams moving. 

What you’ll see 

• How the agent creates campaigns in Salesforce using team naming conventions
• How it finds the right contacts and adds them to campaigns automatically
• How it flags accounts with poor health scores before they renew
• How it creates tasks and drafts emails for reps to follow up