Tray.ai

Architecture and integration

Jan 30, 2025
5 reasons your API Gateway won't cut it as your AI Gateway
AI is transforming businesses at breakneck speed, but your API gateway could be the bottleneck holding you back. Learn the five critical reasons enterprises need AI Gateways to deliver AI projects faster.

Customer stories

Aug 26, 2024
Q&A: Inside Bynder’s integration strategy
Learn how Bynder cured their integration headaches in this insightful conversation with Bill Keiffer, Solutions Architect at Bynder.

News

Jul 16, 2024
Welcome to Tray.ai: The fast, flexible, and safe AI-ready iPaaS
Discover how Tray.io has evolved to become Tray.ai and the enhancements we have made to our native AI capabilities and native AI infrastructure.

News

Jun 27, 2024
Tray and Amazon Bedrock: Boosting sales prep efficiency
Learn how sales teams automate sales preparation with AI using Tray and Amazon Bedrock to research accounts, summarize insights, and prepare for meetings faster.

Architecture and integration

Jun 3, 2024
Working with the Intercom API: What you need to know
Tired of manually exporting Intercom data? We’ll show you the fundamentals of the Intercom API, key data types, and how to boost retention and revenue.

Architecture and integration

May 31, 2024
Introduction to working with Slack programmatically
Learn how to use Slack’s API to increase collaboration and productivity throughout your organization dramatically. Build Slack apps that help you do more faster.

Operations in practice

May 10, 2024
Solving the challenges of modern customer support with automation
Learn how to solve the challenges of modern customer support with automation.

Architecture and integration

May 7, 2024
Turning real-time event streams into game-changing value
Automate streaming event data with ease on the Tray Platform.

Operations in practice

May 2, 2024
Build a revenue operations team as a revenue ops leader
This article discusses best practices to build out a revenue operations team while developing your own skills as a revenue operations leader.

Operations in practice

Apr 4, 2024
How to automate lead enrichment
Lead enrichment is a critical step in the lead lifecycle management process which includes lead uploads, lead-to-account matching, lead routing, and follow-up.

Operations in practice

Apr 3, 2024
How to automate lead list uploads
Lead lifecycle management begins with lead intake. Automating lead list uploads gets accurate leads to sales reps for faster follow-up, resulting in higher conversion rates.

Operations in practice

Apr 2, 2024
How to automate lead-to-account matching to drive alignment
Learn how to automate lead-to-account matching to drive sales, marketing, and revenue alignment and increase sales productivity by saving the time of prospecting leads in already-existing accounts.

Operations in practice

Apr 1, 2024
How to automate lead routing to win more deals
Increase sales productivity and boost revenue by automating lead routing to rapidly execute lead assignment rules. Go beyond Salesforce lead assignment rules with automation.

Agent development and automation

Mar 21, 2024
Navigating the AI Adoption Ladder
Explore the AI Adoption Ladder: a guide to transitioning from AI curiosity to strategic integration, unlocking transformative growth and competitive edge.

Executive perspectives

Feb 22, 2024
Tray named a Visionary in the 2024 Gartner® Magic Quadrant™ for iPaaS
In the 2024 Gartner Magic Quadrant for iPaaS, Gartner highlighted Tray’s Market Responsiveness and Innovation.

Operations in practice

Jan 12, 2024
Drive sales-marketing alignment by sharing sales wins
Align your go-to-market efforts, offer greater visibility into deals, and boost morale in distributed organizations by automatically sharing sales wins.

News

Dec 7, 2023
Extend your automation reach with new templates & connectors
Introducing new and enhanced connectors and templates for improved connectivity and automation reach.

Operations in practice

Oct 4, 2023
How to integrate Facebook lead ads data with Salesforce
Learn how to integrate Facebook lead ads data with Salesforce. We'll discuss how to drive lead conversion and get the most out of your CRM by integrating Facebook lead ads data with Salesforce.

News

Oct 3, 2023
Introducing Tray Academy Certificates
Unlock your full automation potential with new certificate courses for the Tray platform. We are thrilled to announce the launch of our brand-new certificate courses at Tray Academy.

News

Sep 25, 2023
Tray.ai partners with Amazon Web Services (AWS)
Use Tray to transform processes and boost operational efficiency by integrating your tech stack with applications powered by the leading cloud infrastructure provider.

Operations in practice

Sep 12, 2023
Maximize attendance & reduce no-shows with data-driven automation
Find out which prospects are most likely to no-show meetings by automating your CRM. Learn how to increase attendance rates and drive better sales decisions.

News

Sep 1, 2023
Introducing new beginner courses on Tray Academy
Get started building on the Tray platform with our new Platform Builder Beginner learning path now available on Tray Academy.

Operations in practice

Aug 9, 2023
How to speed up manual lead enrichment with automation
If you’re in marketing operations, you already know the importance of lead enrichment - ensuring every lead is complete including their full name, location, company name, company size, and other details key to running your business.

Operations in practice

Aug 8, 2023
A look at the Tray Salesforce Marketing Cloud connector
Alert your sales team of new expansion opportunities by tracking subscriptions in your payment processing platform and consolidating single-user accounts.

Operations in practice

Aug 4, 2023
Edge out competitors by automating conversation intelligence
How to instantly alert sales reps of competitor mentions in customer calls

Operations in practice

Aug 1, 2023
How to integrate NPS into Salesforce CRM
Customer marketing starts with uncovering the most delighted customers. But this is a challenge for most organizations. If you have lots of clients that are happy, how do you find the thrilled ones that will jump at the opportunity to sing your praises?

Architecture and integration

Aug 1, 2023
Persistent data storage at the solution instance level
Sharing dynamic data amongst a group of workflows that are unique to a specific end-user is easy with Tray Embedded.

Operations in practice

Jul 5, 2023
Scale onboarding and security with automated provisioning
Enable your team with the tools they need to succeed, faster. Automate new access requests to drive efficiency and meet stringent security standards.

Architecture and integration

Jun 12, 2023
Working with ADP Workforce Now APIs for HR and payroll
Learn about ADP Workforce Now APIs for HR and payroll. We’ll review application types, popular APIs, and use cases so you can deliver an exceptional employee experience.

Operations in practice

Jun 5, 2023
Auto-detect upsells & renewals to grow customer accounts
Learn how to grow account value and prevent revenue leakage by automatically identifying strategic upsell opportunities among your most active customers.

Operations in practice

May 9, 2023
Automate your marketing metrics in 4 simple steps
Learn how to automate digital marketing metrics to drive actionable marketing insights faster.

Operations in practice

May 6, 2023
Convert more leads and retain customers with chat insights
Convert more leads and retain more customers with chat insights. Learn how to pipe data to your database to fuel analytics and campaigns.

Operations in practice

May 5, 2023
Engage high-intent leads from G2 buyer intent data
Learn how to find and engage leads that are searching for you and competitors in your space using automation and APIs.

Operations in practice

May 4, 2023
Accelerate trade show lead follow-up with automation
Learn how to deliver personalized, timely follow-up on trade show leads through automated lead uploads to your sales engagement platform.

Operations in practice

May 3, 2023
Maximize webinar leads with video conferencing integration
Reduce lead follow-up time and improve the experience of your virtual events and webinars by integrating your video conferencing tools with your tech stack.

Operations in practice

Apr 6, 2023
How to automate the entire lead lifecycle
Learn how to automate the entire lead lifecycle to speed up lead management, follow up faster and convert more leads. Build an automated lead management system without separate lead management software, with an easy-to-use clicks or code approach.

Operations in practice

Apr 3, 2023
The ultimate guide to updating Salesforce in bulk
Easily mass update leads, contacts, and opportunities in Salesforce. Learn everything you need to know about Salesforce batch updates in our ultimate guide.

Operations in practice

Mar 2, 2023
Automating lead list upload for faster lead follow-up
Learn how automating lead list uploads enables faster follow-up, sales efficiency, and reliable data.

Operations in practice

Feb 28, 2023
The ultimate guide to automating the entire lead lifecycle
Learn how automation brings speed, flexibility, and reliability to your sales pipeline so no lead gets left behind in this ultimate guide to lead lifecycle management.

Operations in practice

Oct 27, 2022
Maximize trade show ROI by automating target lists
Learn how to identify likely trade show attendees in advance and with minimal manual effort via automated enrichment to drive better booth attendance.

Operations in practice

Oct 26, 2022
Respond faster to web chats and streamline sales follow-up
Learn how to boost sales productivity and respond faster to sales inquiries on web chat with automation easy enough for sales teams to use.

Architecture and integration

Oct 26, 2022
Embedded integrations: Everything you need to know
Product and engineering leads need embedded integrations to accelerate their integration roadmap and beat the competition. Here’s what you need to know.

Operations in practice

Oct 22, 2022
Boost sales outreach with trade show insights sent to your CRM
Learn how to strengthen your sales outreach and instantly prioritize hot leads from trade shows with automated note uploads to your CRM.

Operations in practice

Oct 15, 2022
The six habits of highly successful business technologists
Attention business technologists: learn how to master business operations by integrating technology and automating processes for any system with clicks or code.

Operations in practice

Oct 7, 2022
How to boost sales productivity by automating away chat spam
With an automated process for spam management, sales teams can spend more time working on tasks that generate meaningful impact. We breakdown a workflow that automates away chat spam in Intercom to boost sales productivity.

Operations in practice

Oct 3, 2022
Lead routing and scoring simplified: From data to ROI
Lead management is all about intent. Facilitating a prospect’s interest is an important step in eventually cultivating leads, but even the coldest leads can express intrigue without necessarily intending to buy.

Architecture and integration

Sep 29, 2022
What are webhooks? (for non-technical people)
What are webhooks, and more importantly, why does someone like you with expertise in operations, revenue, or marketing, keep hearing about them lately?

Architecture and integration

Sep 28, 2022
Five reasons why services teams need an integration solution
Struggling to meet demand for customer integrations? See how savvy services teams are delivering integrations faster, reducing churn, boosting MRR, and more.

Operations in practice

Sep 15, 2022
Automate churn prediction and re-engage opt-out customers
Learn how to re-engage customers on the brink of churning with opt-out alerts, reminders, and batch CRM maintenance.

Operations in practice

Sep 6, 2022
How to automate deep-funnel SEM bidding for B2B Target ROAS
Learn how to use automation to set B2B Target ROAS bidding for deep-funnel SEM campaigns.

Operations in practice

Sep 2, 2022
Qualify leads and grow engagement by identifying intent in data
Learn how to enrich your marketing automation platform with data from a learning management system to qualify leads and engage customers.

Operations in practice

Sep 1, 2022
How to align your tech stack with your organization
Learn how to drive adoption and ROI from your tech stack by aligning it with your team.

Operations in practice

Sep 1, 2022
Engage prospects on demand with direct mail automation
In this walkthrough, learn how to enhance your marketing and sales relationships with rapid and personalized direct mail automation.

Architecture and integration

Aug 26, 2022
Power data-driven insights with AWS automation for cloud storage
Learn how to augment your favorite cloud-based data storage tools (like AWS) with automation to craft processes that pipe and analyze data faster.

Operations in practice

Aug 25, 2022
Drive down CPC and target the best leads automatically
Learn how you can tap into the lead data in your tech stack to automate audience management in your ad platform. Target your best leads and lower CPC.

Operations in practice

Aug 24, 2022
Microsoft Teams integrations made easy
Easily build a Microsoft Teams integration to efficiently orchestrate approvals and employee experience processes to improve business performance.

Operations in practice

Aug 23, 2022
Exceed SDR quota with automated activity metrics
Learn how to build an automated activity metrics readout that helps SDR teams stay on track and gives visibility throughout your sales organization.

Operations in practice

Aug 9, 2022
Maximizing HubSpot Forms
Learn how you can extend the power of HubSpot Forms to the rest of your tech stack to quickly target your best leads.

Operations in practice

Aug 2, 2022
How to secure Slack with low-code automation
Improve Slack security and alert your IT department when teams accidentally share sensitive information with low-code automation.

Operations in practice

Jul 28, 2022
Streamline strategic sales with an automated deal desk
Deal desks streamline the sales cycle and help you efficiently process non-standard sales deals. Learn how to accelerate growth by automating your deal desk.

Operations in practice

Jul 21, 2022
Win more deals by automating win/loss analysis and insights
Learn how to shape a sales strategy that wins more deals by integrating valuable win/loss analysis and insights into your tech stack.

Operations in practice

Jul 20, 2022
The practical guide to building the perfect tech stack for RevOps
This article covers how to buy apps for your revenue tech stack to provide you the best solutions to your everyday operations challenges and provide your team the highest ROI.

Operations in practice

Jul 13, 2022
Increase conversions with automated sales meeting follow-up
Learn how to schedule fully automated outreach to prospects that have booked sales meetings, increasing meeting attendance and sales conversion rates.

Operations in practice

Jul 12, 2022
Automate your way to CRM data hygiene
This article will cover exactly how sales operations experts can use automation to ensure constant, auto-refreshed CRM data to enable their sales teams. Data hygiene is an essential issue for sales operations professionals.

Operations in practice

Jul 5, 2022
How to scale high-volume e-commerce order fulfillment
Meet growing demand and ensure seamless order fulfillment by integrating your e-commerce solution with inventory and logistics management.

Operations in practice

Jul 5, 2022
Storing a last modified time stamp on a solution instance
Ever wonder when your solution instance was last modified? Perhaps you want to know the previous state information before modification? This blog post will delve into how to store various information whenever a solution instance has been modified.

Architecture and integration

May 5, 2022
Translating programming constructs to Tray workflows
How do I implement a function in Tray? What about a switch statement? While loops? This blog will walk through how to implement such programming constructs in Tray.

Operations in practice

Mar 22, 2022
How to load LinkedIn lead data into your CRM
Learn to load LinkedIn lead data into your CRM. We'll review LinkedIn lead gen APIs, functionality, and common challenges with loading LinkedIn lead data into your CRM.

Operations in practice

Jan 19, 2022
How to personalize email nurture streams with automation
Learn how to grow engagement in your nurture campaigns by identifying and segmenting leads based on the pages they visit on your website.

Executive perspectives

Jan 10, 2022
From IT decentralization to end-user innovation
Businesses that empower teams to learn new technical skills drive efficiencies and flip from being cost driven to being value driven.

Operations in practice

Dec 19, 2021
Expand customer marketing with automated customer advocacy
Secure more reviews, testimonials, and case studies with automated customer marketing campaigns. Learn how you can easily integrate and automate your tech stack.

Operations in practice

Dec 12, 2021
The professional guide to revenue operations
A revenue operations team includes marketing operations, sales operations, and customer operations. Learn the role, challenges, and how to win in revenue ops.

Operations in practice

Dec 9, 2021
Sales operations best practices: Closing the sales to revenue gap
Sales ops best practices need to include integration and automation As an operations expert, you’ve already developed a full playbook of sales operations best practices that covers how you assign and track opportunities, close deals, and report revenue.

Operations in practice

Jul 14, 2021
Breaking down the critical steps of the sales cycle
This guide breaks down the critical steps in the sales cycle including prospecting, qualification, and closing, as well as challenges you’ll encounter.

Operations in practice

Jul 6, 2021
Data-driven marketing: Be smarter with Segment and Marketo
There is no such thing as too much data. In fact, teams increasingly collect all types of data to better engage users.

Operations in practice

Jun 1, 2021
How to automate marketing analytics
The best marketing analytics automation gives you the speed and accuracy that comes from combining critical marketing data that’s typically siloed across multiple channels. Learn how we used the Tray platform to automate our marketing analytics.

Operations in practice

Apr 8, 2020
Jira integration made easy with the Jira connector
Build a Jira Slack integration for alerting, a Jira GitHub integration for deploys, and a Salesforce Jira integration for accounts.

Operations in practice

Apr 1, 2020
A look at the Tray Zoom connector
Drive sales with Zoom web conferencing, grow leads from Zoom meetings, and do more with Zoom web conferencing using automation.

Architecture and integration

Aug 29, 2019
How do APIs work?
Anyone who works with business software has heard terms like “API” and “webhooks” thrown around. In this article, we’ll not only cover what APIs are, but we’ll also answer the question: “How do APIs work?”

Operations in practice

Apr 11, 2019
Make customer insights actionable with product usage data
Discover how to leverage product usage data to drive insights across marketing, sales, and support. Learn strategies to overcome data silos, integrate tech stacks, and make data-driven decisions to enhance customer engagement and reduce churn.