# Tray.ai

## Architecture and integration
**Jan 30, 2025**  
[5 reasons your API Gateway won't cut it as your AI Gateway](/content/blog/5-reasons-your-api-gateway-wont-cut-it-as-your-ai-gateway/index.html)  
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](/content/blog/inside-bynders-integration-strategy/index.html)  
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](/content/blog/welcome-to-tray-ai/index.html)  
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](/content/blog/tray-aws-bedrock-boosting-sales-prep-efficiency/index.html)  
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](/content/blog/intercom-api-101/index.html)  
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](/content/blog/working-with-slack-api-programmatically/index.html)  
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](/content/blog/support-automation-integration/index.html)  
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](/content/blog/event-stream-automation/index.html)  
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](/content/blog/revenue-operations-careers-teams/index.html)  
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](/content/blog/how-to-automate-lead-enrichment/index.html)  
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](/content/blog/how-to-automate-lead-list-uploads/index.html)  
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](/content/blog/how-to-automate-lead-to-account-matching/index.html)  
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](/content/blog/how-to-automate-lead-routing/index.html)  
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](/content/blog/navigating-the-ai-adoption-ladder/index.html)  
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](/content/blog/tray-gartner-visionary-looking-ahead-to-ai-future/index.html)  
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](/content/blog/sharing-sales-wins/index.html)  
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](/content/blog/extend-automation-reach-new-templates-connectors/index.html)  
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](/content/blog/facebook-lead-ads-salesforce/index.html)  
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](/content/blog/introducing-tray-academy-certificates/index.html)  
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)](/content/blog/low-code-automation-aws-marketplace/index.html)  
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](/content/blog/minimize-no-shows-automation/index.html)  
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](/content/blog/introducing-new-beginner-courses-on-tray-academy/index.html)  
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](/content/blog/automate-manual-lead-enrichment/index.html)  
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](/content/blog/salesforce-marketing-cloud/index.html)  
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](/content/blog/automate-conversation-intelligence/index.html)  
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](/content/blog/how-to-integrate-nps-into-salesforce-crm/index.html)  
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](/content/blog/persistent-data-storage-at-the-solution-instance-level/index.html)  
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](/content/blog/automated-account-provisioning/index.html)  
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](/content/blog/adp-workforce-now-api/index.html)  
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](/content/blog/upsell-opportunities-renewals-automation/index.html)  
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](/content/blog/automate-marketing-metrics/index.html)  
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](/content/blog/chat-data-insights/index.html)  
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](/content/blog/automate-g2-buyer-intent-data/index.html)  
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](/content/blog/automatic-trade-show-outreach/index.html)  
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](/content/blog/video-conferencing-automation/index.html)  
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](/content/blog/automate-lead-management/index.html)  
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](/content/blog/ultimate-guide-salesforce-bulk-updates/index.html)  
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](/content/blog/automate-lead-list-uploads/index.html)  
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](/content/blog/master-lead-management-lead-lifecycle/index.html)  
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](/content/blog/automate-pre-event-target-list/index.html)  
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](/content/blog/automate-web-chat-response-times/index.html)  
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](/content/blog/embedded-integrations-guide/index.html)  
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](/content/blog/automatic-trade-show-insights/index.html)  
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](/content/blog/business-technologist/index.html)  
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](/content/blog/automate-away-chat-spam/index.html)  
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](/content/blog/lead-routing-and-scoring-simplified-from-data-to-roi/index.html)  
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)](/content/blog/what-are-webhooks-for-non-technical-people/index.html)  
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](/content/blog/service-teams-need-integration-solutions/index.html)  
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](/content/blog/churn-prediction-automation/index.html)  
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](/content/blog/automating-sem-bidding-offline-conversions-b2b-target-roas/index.html)  
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](/content/blog/training-data-intent/index.html)  
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](/content/blog/align-revenue-ops-tech-stack/index.html)  
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](/content/blog/direct-mail-automation/index.html)  
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](/content/blog/etl-aws-automation/index.html)  
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](/content/blog/automatic-audience-targeting/index.html)  
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](/content/blog/microsoft-teams-integration/index.html)  
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](/content/blog/automated-sdr-activity-metrics/index.html)  
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](/content/blog/maximizing-hubspot-forms/index.html)  
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](/content/blog/secure-slack-with-automation/index.html)  
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](/content/blog/automated-deal-desk/index.html)  
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](/content/blog/automate-win-loss-analysis/index.html)  
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](/content/blog/revenue-operations-tech-stack-guide/index.html)  
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](/content/blog/automated-meeting-incentives/index.html)  
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](/content/blog/automate-crm-data-hygiene/index.html)  
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](/content/blog/e-commerce-order-fulfillment/index.html)  
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](/content/blog/storing-a-last-modified-time-stamp-on-a-solution-instance/index.html)  
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](/content/blog/translating-programming-constructs-to-tray-workflows/index.html)  
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](/content/blog/linkedin-lead-data-crm/index.html)  
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](/content/blog/email-nurture-automation/index.html)  
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](/content/blog/it-decentralization-end-user-innovation/index.html)  
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](/content/blog/automated-customer-advocacy/index.html)  
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](/content/blog/revenue-operations-guide/index.html)  
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](/content/blog/sales-operations-best-practices/index.html)  
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](/content/blog/sales-cycle-steps/index.html)  
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](/content/blog/data-driven-marketing-be-smarter-with-segment-and-marketo/index.html)  
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](/content/blog/how-to-automate-marketing-analytics/index.html)  
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](/content/blog/jira-integration/index.html)  
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](/content/blog/zoom-integration/index.html)  
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?](/content/blog/how-do-apis-work/index.html)  
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](/content/blog/product-usage-data/index.html)  
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.