Set up the Tray.io integration in 4 easy steps

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Tray.io is a platform where you can integrate your entire stack with the leading general automation platform. Tray.io allows you to do more, faster with clicks-or-code by focusing on automation as the newest growth for companies. With this integration you can quickly integrate your software applications using powerful automated workflows and easily build and streamline processes using their beautifully designed visual workflow editor.

What does this integration do?

  • Pushes and pulls data to and from SalesRabbit

What data is transferred into Tray.io?

  • Handling of Users and Leads
  • Webhook/Triggering Functionality
  • First Name
  • Last Name
  • Phone
  • Street Address
  • Apt/Suite
  • City
  • State
  • Postal Code
  • Custom Fields

Integration Set Up

Tray gives you the ability to build a custom integration. Essentially it is a building block not a fully built out integration. To use a Tray connector you will need to build out the connector to your liking, and then add your SalesRabbit API token.

Step 1. Generating your new API Token:

Access the SalesRabbit web app (app.salesrabbit.com) and go to Integrations > API.
Click on the “API Token” button.

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Step 2. Renaming your token:

You will want to rename your a created token to keep track of what it connects to. Click on your newly created token and rename it. (ex. Tray.io API Token)Screen_Shot_2020-09-24_at_11.58.41_AM.png

Step 3. Authenticating Tray to your SalesRabbit Account

Note: “In order to Authenticate the account on Tray, you will need to add your newly created API token from SalesRabbit. You will want to enter the API token as the “Access Token“.

The following are screenshots from a Tray integration:

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Step 4. Build out the remainder of your Tray integration

Go through the remainder of the steps, customizing what you want your Tray connecter to do.

Access More Integrations

If you’re interested in using any of these powerful integrations, any and all of these integrations can be set up through our Help Center portal, the Integration Marketplace or by reaching out to your account CSM or support team at support@salesrabbit.com 801-418-9009.

The post Automate More—a Guide to the New Tray.io Integration appeared first on SalesRabbit.

Diana Jennings

Author Diana Jennings

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