Marketo: Put every program, campaign, and lead score to work across your stack

What you can do with Tray

• Marketing

  Marketing

  If you work in marketing, these are common ways teams use Tray with Marketo to automate lead management and campaign workflows across your stack.

  • Sync new leads to your CRM: Push leads to Salesforce or HubSpot when they meet defined criteria in Marketo
  • Trigger campaigns from external events: Enroll leads in a smart campaign when they complete an action in a connected system
  • Route high-scoring leads to sales: Notify the assigned rep and create a CRM task when a lead score crosses a threshold

• Sales

  Sales

  If you work in sales, these are common ways teams use Tray with Marketo to surface lead activity and connect marketing signals to your pipeline.

  • Alert reps on lead activity spikes: Notify reps in Slack when a lead tied to an open opportunity shows a burst of Marketo activity
  • Sync lead status changes to your CRM: Update contact records in Salesforce or HubSpot when a lead's Marketo status changes
  • Push CRM contacts into Marketo programs: Add contacts to static lists or programs when they meet defined segment criteria in your CRM

• Revenue operations

  Revenue operations

  If you work in revenue operations, these are common ways teams use Tray with Marketo to connect marketing and sales data for attribution and pipeline visibility.

  • Sync opportunity data to Marketo: Create or update opportunities and roles in Marketo when deals progress in your CRM
  • Enroll leads in programs based on deal stage: Add leads to nurture programs when associated opportunities reach defined pipeline stages
  • Export lead-to-revenue data on a schedule: Pull program member and opportunity data and route it to your BI tool for pipeline attribution reporting

• Data and analytics

  Data and analytics

  If you work in data or analytics, these are common ways teams use Tray with Marketo to move lead and activity data into your reporting and data infrastructure.

  • Bulk export leads to your data warehouse: Run scheduled bulk export jobs to pull lead records and field data into your warehouse or data lake
  • Export activity logs for attribution modeling: Create bulk export activity jobs and route the output to your analytics platform for multi-touch attribution
  • Sync custom object data to downstream systems: List and export custom objects to keep product usage or event attendance data in sync across your stack

• IT

  IT

  If you work in IT, these are common ways teams use Tray with Marketo to manage user access and keep identity systems in sync.

  • Sync Marketo users to your identity provider: Propagate user and role changes from Marketo to your directory or access management system on a schedule
  • Automate user provisioning and deprovisioning: Invite or delete Marketo users as part of onboarding and offboarding workflows triggered from your HRIS
  • Audit workspace and role assignments: List workspaces, users, and roles on a schedule to support access reviews and compliance reporting

• Business systems

  Business systems

  If you work in business systems, these are common ways teams use Tray with Marketo to govern data quality and manage Marketo infrastructure at scale.

  • Automate lead deduplication workflows: Search for existing leads before upserting and route conflict cases to a review queue
  • Manage static lists programmatically: Create, update, and delete static lists and manage membership as part of segmentation or data hygiene workflows
  • Clone and configure programs at scale: Clone programs and update tokens when launching campaigns across regions or segments