Tray Platform:

Tray.io’s flexible, powerful, and scalable General Automation Platform lets business users easily and seamlessly connect SurveyMonkey with the rest of their tech stack and drive more ROI.

Featured Use Cases:

1. Automate new customer feedback: Build an NPS (net promoter score) workflow by connecting SurveyMonkey with your CRM to automatically send surveys to customers when new accounts are onboarded.
2. Automate customer success updates: When survey responses are collected in SurveyMonkey, automatically create tickets in Jira or Zendesk, then assign to relevant teams and notify account managers based on business logic via Slack.
3. Map and sync custom fields: Seamlessly transfer data from custom fields between Salesforce or other cloud applications and SurveyMonkey to create a bi-directional sync.

Featured Connectors:

CRM: Salesforce, MicrosoftDynamics, Copper, Pipedrive

Marketing Automation: Marketo, Pardot, Hubspot, MailChimp

Support: Zendesk, Jira

Collaboration: Slack, Asana, Google Suite

View all connectors on Tray.io

Customer Success:

“The Tray Platform gives us speed, agility, visibility, and cost savings. And better yet, it lets us be proactive with our marketing in a way that we couldn’t before. It has become a core part of our marketing infrastructure.” - David Dorman, Director of Demand Generation at DigitalOcean

For more customer success stories, visit Tray.io/Customers