Case Study: CircleCI scales customer campaigns and boosts sales productivity with Tray.ai

CircleCI seamlessly scales customer campaigns and drives higher sales productivity

CircleCI, a leader in continuous integration and continuous delivery for software teams, needed a better way to scale customer onboarding and outreach as its business grew. Its existing web chat and marketing setup could not support more-complex nurture campaigns, and newly registered customers were facing a 12-hour delay before receiving confirmation messages. CircleCI turned to Tray.ai and the Tray Platform to help connect its web forms, Salesforce, and Marketo.

With Tray.ai, CircleCI built real-time workflows that created Salesforce contacts from web form submissions, synced data into Marketo, and added stronger spam filtering before leads entered the CRM. The results included greater campaign segmentation, more-complex nurture sequences, elimination of the 12-hour onboarding delay, and filtering out hundreds of spam requests each week, saving sales time and improving lead quality.

CircleCI

Leslie Lau

Director of Web Optimization