Solutions / Use case
Five tools stitched together means five sources of latency. Tray.ai collapses them into one workflow — seconds, not minutes.
Form-fill to rep alert. Each step is a system, each system adds latency. By the time the lead arrives, the prospect is on a competitor’s calendar. Tray.ai collapses the chain — one workflow, sub-three-minute SLAs at DocuSign and Cisco scale.
Intelligent iPaaS ties form intake, enrichment, scoring, and assignment into a single observable workflow. One tool to monitor, not five.
Add an LLM step for industry / persona / intent classification or for fallback enrichment when structured data is missing. Built with Merlin Agent Builder.
Intelligent iPaaS cleans dirty form data and merges firmographic signals in flight, before the lead hits the rep's queue.
700+ connectors out of the box. Sub-three-minute SLAs at DocuSign and Cisco scale — proven in production.
90% → 99% leads to sales in <3 min
“Before implementing Tray we were sending 90% of our leads to our sales team in under 10 minutes. After implementing Tray we are sending 99% of our leads to the sales team in under 3 minutes.”
Customer stories tagged to this use case.
Marketing ops
GitHub's marketing automation platform and CRM didn't speak fluently to each other, so leads from a 36M-developer community were arriving wi…
Read the story →
Marketing ops
Jellyvision's revenue team was running lead matching and routing on the out-of-the-box features of Marketo and Salesforce — neither was buil…
Read the story →MAP routing handles assignment within one tool. The gap Tray fills is the cross-system piece — enrichment call to ZoomInfo, firmographic merge, scoring update in Salesforce, territory assignment in HubSpot, rep alert in Slack — all as one observable workflow. Most MAPs route inside their own system; Tray orchestrates the full chain with sub-3-minute SLAs at DocuSign and Cisco scale.
Three places typically — lead classification (industry, persona, intent), enrichment fallback (LLM-backed lookup when structured data is missing), and rep selection (matching lead context to AE territory and capacity). All optional; many teams start with just the routing speedup and add AI later.
It's RevOps automation with sub-3-minute SLAs at Cisco / DocuSign scale. DocuSign went from 90% to 99% of leads reaching sales in under 3 minutes. Cisco saw 80% faster lead response. Below that bar, simpler tools may fit.
First production routing flow typically inside two weeks. NICE inContact built 38 workflows in a 2-week POC across MS Dynamics, Salesforce, ServiceNow, and Zendesk.
Walk through the scenario with a Tray.ai expert.
