Introducing: Dynamic Output Schemas

Our workflow builder has become a lot more dynamic, adaptive, and convenient as we introduce a new feature called Dynamic Output Schemas. There are several ways to connect data together within the Workflow Builder. You can either use the connector snake (drag the little circle next to a field label) or manually select the JSON Path type and use the autocomplete feature to enter the path to the data you want to connect. These features could have been sometimes limited...

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Using Intercom and Salesforce to Personalize Your Selling

There are thousands of SaaS tools on the market, making it increasingly difficult to stand out. With increased competition, teams must constantly ask: what ways are we different, and how can we convert more leads into sales opportunities? To create more sales opportunities, marketing and sales must demonstrate a deep and personalized understanding of their user base. This is not groundbreaking. Most teams recognize the need for customized outreach to generate more opportunities. They rely on tools like Intercom, a...

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Introducing: The tray.io Form Connector

You can now build web forms from within tray and use them as triggers. We've made it really easy to create a customised web end-point to kick off your workflows. We use these forms internally for bug reporting, feature suggestions, and kicking off deployments (we'll talk about our automated deployment system more in an upcoming post) and we've decided to make this feature available for everyone. Forms are handy for all kinds of data capture and often we found that...

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How real-time Slack notifications are driving the future of sales teams

In my job at tray, I spend a lot of time working out of Slack, and it’s fascinating to see how teams using it have evolved well beyond basic messaging to integrating their favorite apps. The vast majority of teams I speak to actually prefer to receive notifications via Slack (real-time) than via email (delayed). As a Sales Leader, consider the following: How much do you know about the deals that are going on in your team? Are you...

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Keep Your Team In Sync By Connecting Asana and Salesforce

To improve results, teams are focusing on ways to optimize their technology stacks. Hundreds of tools help drive engagement and close deals, yet no clear solution connects these tools to maintain a single source of truth. Not centralizing data collected across various tools makes it difficult to Track Progress: different departments use different metrics to gauge results Maintain Visibility: how can you identify issues when activities and other records are scattered? Ensure data integrity: relying on a manual process of...

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