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Tray.io

4.7
(15)

The Tray.io Cloud Data Integration Platform is designed to help non-developers to connect any SaaS application and build powerful workflows that scale with their business.

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Tray.io Reviews

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Tray.io review by User in Computer Software
User in Computer Software
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Verified Current User
Review Source

"Easy API integration for marketing and sales operations."

What do you like best?

Tray connects pretty much any services with an API and can run operations on the data between them. The ability to integrate and run automation on the data in more than two services in one workflow is very useful.

What do you dislike?

Power and adaptability often means complexity; this is true to an extent with Tray, but you catch on quickly.

What business problems are you solving with the product? What benefits have you realized?

Marketing and sales operations workflows have turned from manual tasks to automated simplicity.

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Tray.io review by Kevin D.
Kevin D.
Validated Reviewer
Verified Current User
Review Source

"The glue that binds everything together"

What do you like best?

Infinite possibilities to automate. Every day another use case appears that this offering was the best choice for our area of the business. My problem now is not having enough hours in the day to complete all of them. Everyone who has spent time in their platform has fallen in love with it.

What do you dislike?

Teaming capabilities are currently lacking but there is a release slated soon that will address this. Once this is in place, it will be a lot easier to share workflows and administer a large group of people.

Recommendations to others considering the product

You'll regret not signing up faster. Ask for Brian.

What business problems are you solving with the product? What benefits have you realized?

Automating dozens of operational headaches through Tray workflows. We're becoming a lot more efficient and precise. In the past, a lot of problems were solved by using Excel and batch updates into systems. Now, we're doing direct queries to databases through Tray and pushing them into host systems directly, skipping a long and arduous process of data cleansing through Excel.

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Tray.io review by Matthew D.
Matthew D.
Validated Reviewer
Verified Current User
Review Source

"Tray.io automates event management workflow for 65,000 person healthcare organization. "

What do you like best?

I’m happy that we found Tray. The solution works flawlessly, the customer support is great, and the continued innovation will help us automate more in years to come.

Now we have 75 staff members using the solution to automate management of all our community outreach efforts across all of our facilities.

What do you dislike?

We’re extremely busy at Northwell Health and sometimes I don’t have the bandwidth to add high complexity workflows in Tray myself. In that situation, I request a new configuration consulting project which Tray takes care of. It’s just a trade-off between time and resources that most growing organizations need to make.

Recommendations to others considering the product

Tray.io is a flexible platform with many possibilities. If you’re not sure how to go about automating workflows, just talk to one of their customer success engineers. They are very helpful and can provide ideas on how to get your specific integration done.

What business problems are you solving with the product? What benefits have you realized?

With Google Forms, Asana, and Tray.io, our team stays on track, communicates more efficiently and effectively, and can access historical data to help us understand how best to support an event. It’s definitely streamlined and improved our process.

• Automatically creates projects and tasks in Asana from event data submitted via Google Forms

• Populates fields in Asana for the appropriate hospital from Google Forms data

• Improves efficiency, communication, and collaboration

What iPaaS solution do you use?

Thanks for letting us know!
Tray.io review by Kodie C.
Kodie C.
Validated Reviewer
Verified Current User
Review Source

"Tray has allowed us to build out a full scale email marketing campaign"

What do you like best?

The ability to tap into our database and utilize any event to trigger an event with no engineering resources needed.

What do you dislike?

No multi user accounts (yet), need to know basic SQL to get the most use out of the product, starter plan comes with limited CSM support however they have been EXTREMELY accommodating.

Recommendations to others considering the product

Most tech companies prefer to stay lean and not employ lots of people. But with this comes a lack of engineering resources. If you can't afford to dedicate an engineer to your marketing team, Tray can be a great replacement. They can operate at a large or small scale and will be cheaper than a full time hire.

What business problems are you solving with the product? What benefits have you realized?

With no engineering resources we have not been able to utilize any of marketing automation software that exists. This allows us to integrate with any of these platforms as well as keep our app lightweight because we no longer have to integrate an SDK. Within 1 week you can be up and running with pretty much any connector of your choosing.

Tray.io review by Seth F.
Seth F.
Validated Reviewer
Verified Current User
Review Source

"Zapier on Steroids!"

What do you like best?

Infinite flexibility—Tray.io can connect with any endpoint of any REST API and perform transformations, conditionals, and other complex functions with reliability and ease. I've used it to help clients realize super complex automation tasks with incredible budget efficiency, and without needing to rely on prebuilt integration endpoints.

Endless conditionals — unlike Zapier and other cloud service automation platforms, Tray lets you create many branching if/then conditions, enabling you to combine multiple scenarios (which would otherwise require a number individually setup flows) into one super powerful flow. This saves both time and resources.

Wonderful consulting support — for times when the automation I'd like to achieve is a bit over my own head, Tray's business services team is there to help me and my clients make it happen. They're smart, super capable, and highly committed to getting the job done. I can't speak highly enough about this aspect of their business.

Incredible reliability — in the 18 months that I've been working with Tray, they've only very rarely down or fallen out of sync with my cloud services. And when that has happened, they've been willing to step in and help right the problem. This is a HUGE benefit of their offering.

What do you dislike?

Tray's UX can be a bit daunting and difficult for non-developers, and it lacks a pure command-line UX which some developers prefer. However, Tray's consulting services help counterbalance those limitations by helping establish your desired flow, and anyone scrappy can then take that work and clone it or tweak it as desired.

Recommendations to others considering the product

Tray is the way to go if you...

- Can't access the specific API endpoint you need via Zapier or a similar service

- Need to implement logic for both sides of a conditional filter in your flow

- Need hands-on support getting a complex flow up and running

What business problems are you solving with the product? What benefits have you realized?

- Complex roll-ups of Intercom user data into company profiles

- Automated aggregation of Intercom company and user data into powerful metrics

- Automated enrichment of email addresses via Clearbit

- Automated generation of URL2PNG screenshots triggered by new posts in a web service

- Automated detection of new posts on an open data service (Socrata) and generation of corresponding new posts on a community platform (Discourse)

Tray.io review by Stuart M.
Stuart M.
Validated Reviewer
Verified Current User
Review Source

"Tray binds all our enterprise applications together with precision and ease."

What do you like best?

Fitting somewhere between Zapier and Mulesoft, Tray is the glue that holds our business together. Without it we could not leverage the large investment we've made in products such as Zuora, Salesforce and Marketo. The interface is easy to use, the debugging information is mostly available and they're definitely heading in the right direction with features such as alerts and more connectors. They always respond to feedback and their support team is great.

What do you dislike?

More connectors and more comprehensive features in some of the connectors we use most such as Marketo and Zuora would be helpful. The debugging has regressed from its previous incarnation but I'm assured that they are working diligently on rectifying and improving this.

Recommendations to others considering the product

Make sure the connectors they have suit your requirements.

What business problems are you solving with the product? What benefits have you realized?

We run a large enterprise stack of applications at Karbon and their integration with each other is key to their success. Tray ensures everything continues to run smoothly, reducing manual overhead and administration.

Tray.io review by Arthur B.
Arthur B.
Validated Reviewer
Verified Current User
Review Source

"Automation between Salesforce and Asana"

What do you like best?

Tray service and professional service - did all the necessary integration.

Very professional team.

What do you dislike?

Probably the only disadvantage is the complexity of the management system. Managing the flows looks complex to me, but on the other hand, only with the complexity we managed to reach the required automation.

Recommendations to others considering the product

Tray is Zapier on steroids. It has all the integrations, and it can automate any process since workflows are fully customizable. Our goal was to auto create Asana project from Salesforce opportunities and we achieved it very easily and quickly. No other that we tested managed to that. The complex part was to sync back Asana updates to Salesforce - with Tray it was very easy.

What business problems are you solving with the product? What benefits have you realized?

Combine Salesforce and Asana systems in order to have a more organized technical sales process.

As a result of Tray, we're able to manage complex sales process in Asana project management tool and not in Salesforce.

Tray.io review by Alex B.
Alex B.
Validated Reviewer
Verified Current User
Review Source

"Works Well, Technical, But Powerful"

What do you like best?

We have used services like Zapier to accomplish automation, but Tray.io has a very specific set of features that Zapier is unable to compete with. You are able to have loops in Tray, which allows you to do things like "sync all phone calls from RingCentral to CRM (ProsperWorks)". Something like that which you are not very easily able to do in Zapier. It definitely has its place in the space.

What do you dislike?

Pricing. It's not at all SMB friendly. Forcing of a minimum of 5 workflows and starting prices of $150+ per workflow per month is a bit outrageous. Also, the UI is a bit technical. Comparing the UI/UX to something like Zapier, you are less likely to have a random person at the company set up a workflow to solve a problem. There is a lot of logic that goes into building a good workflow and even for someone very technical (a programmer like me), there are times which I get a bit overwhelmed and confused.

Recommendations to others considering the product

If you are a larger company and can justify the pricing, it should be able to solve some of your automation needs.

What business problems are you solving with the product? What benefits have you realized?

Syncing of data across platforms and triggering automatons between actions. An example of this is logging all phone calls from our VoIP provider over to our CRM. You can also use it for syncing backups via API to Google Sheets for your CRM and more. New problems come up every day when consulting for our clients. Different businesses will use the product differently because it is more like "connective glue" for your SaaS services than it is a "SaaS" on its own.

Tray.io review by User in Internet
User in Internet
Validated Reviewer
Verified Current User
Review Source

"Powerful tool for Real-Time Data, Automation"

What do you like best?

Tray's debug interface gives you instant feedback as you are building workflows, this allows you to build powerful processes much more quickly than other tools.

What do you dislike?

Like the other reviewer said, it can take some time to get a grasp on how Tray workflows can be used. My advice is start small with some of their existing use cases, and after some trial and error you will likely be coming up with a lot more ways to use Tray.

Recommendations to others considering the product

Don't be afraid to dig around in the UI and build test workflows in order to get a grasp on Tray's capabilities.

Leverage their customer service, they're extremely helpful and responsive.

What business problems are you solving with the product? What benefits have you realized?

For us, Tray.io solves two critical business challenges:

1. Real-Time updates on 2 million+ customer records in 3rd party Email and marketing systems - Using Tray connectors, we're able to stream important customer activity from our core platform to 3rd party tools like Salesforce, Marketo and others, where we can respond to it instantly. Tray receives, transforms, routes and batches 15million plus messages a day with no problems. Their interface allows us to make updates and changes on the fly without involvement from engineering.

2. New Levels of Marketing Automation - By automating a lot of the marketing drudgery with Tray workflows, our Marketing team is able to focus on more strategic and impactful work. We spend much less time doing repetitive work like uploading audience CSV's, exporting results, moving or joining data from multiple systems, etc...

Tray.io review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Verified Current User
Review Source

"The Power and Flexibility of a Body Building Yoga Instructor"

What do you like best?

You can basically map any two tools with an API and perform robust workflows as if they were natively integrated. You can perform actions such as "Run this every Tuesday at 9pm" or "Once you get to the end, start again at the beginning", which other tools, to my knowledge, cannot do.

What do you dislike?

Being such a robust tool, there is a rather gargantuan learning curve. To address this, the Tray team displays awesome customer service to help get people over the hump.

Recommendations to others considering the product

Give it the time/effort that it deserves. You won't know how to do everything right off the bat, so leverage the resources you have (customer support) until it clicks for you.

What business problems are you solving with the product? What benefits have you realized?

Refreshing various fields in our database once per week. We also use it to keep other text fields up to date by adding the removing values as needed.

Tray.io review by User in Marketing and Advertising
User in Marketing and Advertising
Validated Reviewer
Review Source

"Tray.io "

What do you like best?

Tray makes it easy to solve complex integration issues with a robust, reliable, and intuitive platform for workflow automation.

What do you dislike?

In a professional setting, there's a learning curve to the GUI that makes it difficult to on-board other users. This could potentially be alleviated by adding detail to the flow-chart representation of each workflow.

In a personal setting, Tray is insanely easy to use on personal projects, but the pricing model can be worrisome. You have to ask, "What if my app becomes super popular? Can I afford to use Tray, or should I find a cheaper, harder-to-use platform?"

What business problems are you solving with the product? What benefits have you realized?

I have used Tray for everything from integrating online lead forms with my business's email platform to managing donation transactions for a mobile app.

Tray.io took my lead capture rate from 80% with my CRM's client-side methods to >99%.

Tray.io review by Murat M.
Murat M.
Validated Reviewer
Verified Current User
Review Source

"Tray is helping power our sales ops"

What do you like best?

Huge savings on development time. The ability to put together complex integrations between our backend and 3rd party services using a GUI

What do you dislike?

Could have more tutorial videos on each integration

What business problems are you solving with the product? What benefits have you realized?

We wanted a way to get our sales operations up and running quickly, by using Tray we managed to plug several different services together including Salesforce without much effort

Tray.io review by User in Venture Capital & Private Equity
User in Venture Capital & Private Equity
Validated Reviewer
Verified Current User
Review Source

"Independence! I created 19 different workflows without dev resources"

What do you like best?

Tray.io has taken over many of our workflows core to our operations. I love that I can create integrations and automation myself without needing to draw on scarce developer time.

The product seems to have improved every time I log in!

What do you dislike?

Documentation is a bit thin so I first try to figure it out on my own. If I can’t figure it out jump on in-app support chat and the team is responsive and helpful.

What business problems are you solving with the product? What benefits have you realized?

Tray.io lets me tie together multiple SaaS products with advanced workflow logic and without the need for custom code.

Tray.io review by Consultant in Computer Software
Consultant in Computer Software
Validated Reviewer
Review Source
Business partner of the vendor or vendor's competitor, not included in G2 Crowd scores.

"Great connector!"

What do you like best?

I love the fact that we've been able to make connections to so many disparate web apps in such a short period of time. The constantly looping triggers and subsequent actions make it easier to connect the systems clients need most. There are more pathways with this connector than any other I've used before.

What do you dislike?

Like anything, a taste of something good will always lead to a thirst for more. More connectors and automation triggers please!

What business problems are you solving with the product? What benefits have you realized?

Connecting systems that we don't natively connect to , quickly and hassle-free.

Tray.io review by User in Computer Software
User in Computer Software
Validated Reviewer
Review Source

"Tray Rocks"

What do you like best?

You can connect almost any tool to create custom and powerful integrations. It’s easy to map the data you care about into your core tooling. It’s also incredibly flexible, allowing you to quickly deploy, test, and debug without issues.

What do you dislike?

It took a bit of time to fully understand how to use Tray. They have a great support team, however. They help you get started, if needed.

What business problems are you solving with the product? What benefits have you realized?

Data enrichment, notifications and alerting for our sales team, and data cleanliness

Tray.io review by shana c.
shana c.
Validated Reviewer
Review Source

"Automation for the self servers"

What do you like best?

Great custom integrations, really easy to use and reduces bottleneck for getting biz done

What do you dislike?

Small learning curve but great support!

What business problems are you solving with the product? What benefits have you realized?

Connecting disperate systems at global organizations, solving very hairy problems

Kate from G2 Crowd

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