Solutions / Use case
Lead routing, pipeline handoffs, attribution, campaign ops — every manual step between marketing and closed revenue is a workflow waiting to ship.
Lead sits unrouted. Stage change doesn’t fire the handoff. Attribution doesn’t follow the deal to close. Finance reconciles manually because the data didn’t flow. Tray.ai automates the chain — Cisco saw 80% faster lead response, Jellyvision cut lead response time from 30 minutes to 10, Wavo runs 69% more campaigns per FTE.
Form fill to rep in seconds — territory assignment, scoring triggers, and round-robin as event-driven workflows.
Stage change in CRM fires the next step automatically — no rep chasing the next team, no deal sitting in limbo.
Campaign source and multi-touch attribution flow into CRM and the data warehouse without a manual export.
Routing rules, field mappings, and trigger logic owned by ops. Changes ship in hours, not sprints.
30 → 10 min lead response time at Jellyvision
“We got our lead response time down from 30 minutes to 10. Tray is powerful and flexible enough to rapidly manage huge amounts of data at enterprise scale.”
Marketo, HubSpot, Eloqua, Pardot on the MAP side. Salesforce, HubSpot CRM, Microsoft Dynamics on the CRM side. Snowflake, BigQuery, Databricks for reporting. LinkedIn Ads, Google Ads, Meta for attribution. One workflow connects them — no separate point-to-point integration per pair.
Yes. Routing rules, trigger conditions, field mappings, and workflow logic are configurable by ops teams directly. Engineering defines the architecture once; marketing ops and RevOps iterate on the logic without a sprint or a Jira ticket.
Lead enrichment and qualification are the immediate wins — agents that pull firmographic data, score inbound leads, and surface the right accounts to the right rep without a manual step. Wavo operationalized AI for RevOps on Tray.ai and reports moving faster than any competitor. Every agent action is logged, every tool call is traceable.
Lead routing is one workflow in the stack. Tray.ai handles the full chain — lead capture to enrichment to routing to pipeline handoff to attribution to finance close. Cisco saw 80% faster lead response on this pattern. The scope is the entire revenue process, not a single step.
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