Connect to Pipeliner CRM with Tray.io

With Tray.io, you can integrate Pipeliner CRM with your entire cloud stack to rapidly and easily build powerful automated workflows for use cases that include marketingMarketing Marketing is the field, set of actions, or practice of making a product or service desirable to a target consumer segment, with the ultimate aim of effecting a purchase., sales, operations, and many more.

About Tray.io

At Tray.io we believe that anyone can accelerate growth and efficiency by using automation to take control of their own processes. We make it easy to connect software via APIs, create powerful workflows in a flexible builder, and elastically scale processes across an organizationOrganization Organization is a cohesive group of people working together and formally bound by a shared identity (e.g., one team, company, club, etc.) and a common purpose (e.g., business growth, athletic victory, etc.). with enterpriseEnterprise Enterprise (in the context of sales) is a relatively large organization typically composed of multiple levels, locations, and departments which need multi-layer software systems that support collaboration across a large corporate environment.-grade security and support within one modern, low-code platform. We pioneered the leading General Automation Platform to empower citizen automators, integration specialists, and productProduct Product refers to anything (an idea, item, service, process or information) that meets a need or a desire and is offered to a market, usually but not always at a price. leads to build an automated organization that does more, faster.

Trusted by companies like IBM, Outreach, New Relic,Github, AdRoll, and more.

Integration key features:

Use our easy-to-use, drag-and-drop visual workflow editor to create automated workflows to close any gaps in your funnel, sync and enrich leadLead Lead refers to a prospect or potential customer (who can be an individual or organization) that exhibits interest in your service or product; or any additional information about such entity. dataData Data is a set of quantitative and qualitative facts that can be used as reference or inputs for computations, analyses, descriptions, predictions, reasoning and planning., and optimize sales conversions, along with many other powerful revenueRevenue Revenue is the amount of money a business generates during a specific period such as a year or a quarter; also called sales. use cases.

Commonly-used connectors with Pipeliner on the Tray Platform: Marketo, Asana, Amazon S3, Outreach, Hubspot, Clearbit.

With the Tray Platform, you can:

  • Integrate Pipeliner CRM with your entire tech stack by leveraging the platform’s powerful, open-ended connector logic via APIs with no engineering resources required
  • Sync data automatically between Pipeliner CRM and your marketing and sales applications, data enrichmentEnrichment Enrichment means the act or process of upgrading the value or improving the quality of something (such as a product, service or function) that induces the target beneficiary (customers, employees, etc.) to have a better experience, or derive a deeper meaning, connection and attachment to the product or function. tools, and any other cloud-based app
  • Drive more sales by combining Pipeliner CRM’s functionality with powerful branching logic and conditional statements to close operational gaps, drive higher sales productivitySales Productivity Sales Productivity is a metric that indicates how efficient a sales unit is at closing sales and generating revenue for the company, based on sales volume, payroll expenses, level of personnel activity and other factors., and accelerate time to revenue
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Pipeliner Automation Hub

Automation Hub

This is a direct integration, developed by Pipeliner CRM.

Pipeliner CRM Support Portal provides information on how to connect apps you already work with to your Pipeliner CRM accountAccount Account refers to a record of primary and background information about an individual or corporate customer, including contact data, preferred services, and transactions with your company..