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.
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)
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:
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 email@example.com 801-418-9009.