Scale Confidently and Securely with Salesloft + Tray.ai

Revenue teams’ tech stacks are larger than ever before. Your Customer Relationship Management (CRM), marketing automation platform (MAP), enrichment tools, and other business intelligence platforms all hold valuable insights, but if they aren’t talking to each other, data silos will slow your team down, and you won’t be getting the full picture of your data.

According to Gartner, “84% of sales leaders agreed that sales analytics has had less influence on sales performance than what leadership expected,” with key barriers including data privacy concerns (45%), poor data quality (44%), and limited cross-functional collaboration (44%).

Manual data stitching and brittle point-to-point connections aren’t just inefficient; they are security and governance risks. When sensitive customer data moves without clear tracking or controls, you risk both speed and enterprise trust.

The power of AI and a unified tech stack

What if your tech stack worked as one, workflows ran automatically, and AI delivered sharp insights, with full security and compliance baked in? With Tray.ai + Salesloft, this is your new reality.

Tray.ai's AI-ready Integration Platform as a Service (iPaaS) is built with enterprise-grade governance in mind. Its robust Salesloft connector allows you to sync mission-critical data across CRMs, MAPs, and enrichment tools without taxing developer resources. Tray.ai doesn’t just pull data into the right place. It protects it with end-to-end visibility, Personally Identifiable Information (PII) tokenization, audit trails, and policy enforcement that satisfies even the most demanding IT teams.

Salesloft’s enterprise data platform complements this integration by embedding governance and responsible AI into every touchpoint. Together, these platforms empower IT leaders to scale automation confidently, knowing their systems are secure, compliant, and built to last.

Build workflows and activate AI without compromising control

Build powerful AI agents with Tray.ai's Merlin AI Agent Builder — even using low- or no-code tools. These agents can create signals in Salesloft to score leads, route deals, and launch workflows. Salesloft then puts that AI to work, researching accounts, finding leads, and even drafting emails. The result? Your sellers spend less time on manual tasks and more time on high-impact actions.

Use Tray.ai to craft custom buyer signals from virtually any data source. These signals trigger AI-driven 'Plays' in Salesloft, guiding sellers with real-time, next-best-action steps right within their Rhythm workflow. This keeps reps focused on meaningful engagement, while RevOps and IT maintain full control over data automation and secure integrations — all without needing complex coding or custom APIs. And Tray.ai's governance ensures every automated step meets your security and compliance standards, building trust across the board.

How Does It Work?

Automation and AI work together to power seamless, seller-friendly workflows.

1. Create a custom workflow
   1. Log into Tray.ai and click "Create new workflow."
   2. Create a workflow to send relevant signals to Salesloft as an account, person, or opportunity update.
2. Create an account or opportunity update Play
   1. Create a Play using your preferred signal.
   2. This could be an account, person, or opportunity update. As you test your Plays, build out your workflow logic and refine criteria to optimize your signals.
3. Identify an action for your Play
   1. Activate your play and click “save!” For example, click
      1. “Add to cadence.” This action enables reps to select contacts for ongoing nurture campaigns. Salesloft account agents empower reps with AI-generated account research, so they can easily engage with AI-recommended buyers for the cadence.
      2. “AI dynamic email.” With an AI-generated email that captures relevant buyer signals, activity history, conversations, and account details, reps have everything they need to send an engaging, automatic email to their contacts.

Example in Action: Let’s say you want to keep customers engaged when a product is flying off the shelves. With Tray.ai and Salesloft, you can automatically identify when inventory has fallen below a certain threshold, who is impacted, and then prompt immediate action from their account rep. When Tray.ai updates the account in Salesloft, your 'Low Stock' Play uses AI to draft an email with all the context. Rhythm then flags this as a priority in the reps’ workflow.

Drive secure, AI-powered revenue

Tray.ai allows RevOps and IT leaders to accelerate automation while maintaining strict security and governance. With Tray.ai + Salesloft, you can scale confidently, knowing every action is tracked, audited, and protected.

Ready to build smarter, AI-powered revenue workflows for your enterprise company? See how Tray.ai + Salesloft can help you move faster and more securely with a Demo.