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Adaptive Insights and Zendesk Sell integration + automation

Adaptive Insights and Zendesk Sell integrations couldn’t be easier with the Tray platform’s robust Adaptive Insights and Zendesk Sell connectors, which can connect to any service without the need for separate integration tools.

Adaptive Insights and Zendesk Sell Connector Details

Adaptive Insights logo

Adaptive Insights

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Import modeled sheet dataList sheetsCreate accountExport modeled sheet dataCreate dimensionCreate dimension valueCreate levelCreate userExport data (standard)Import data (standard)List versionsUpdate account
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Zendesk Sell

Zendesk Sell

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UsesSales
CategoryProject Management, Customer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete contactGet orderCreate contactDelete dealDelete leadDelete productList deal associated contactsCreate callCreate dealCreate leadCreate noteCreate orderand 18 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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