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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

Zoho CRM - Icon

Zoho CRM

Zoho Desk - Icon

Zoho Desk

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Intercom

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Agile CRM

Freshsale

Freshsales

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Groove

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Dynamo

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

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Drift

Create call comment

Create contact

Create insight card

Delete a recording for a specified call. Warning this action cannot be undone.

Delete call recording

Delete contact

Get call

Retrieve details for a specified contact.

Get contact

Get number

List calls

List contacts

List numbers

List tags

List tags DDL

List teams

Retrieve a list of users on your account.

List users

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Retrieve a list of calls to match the search criteria.

Search calls

Retrieve a list of contacts to match the search criteria.

Search contacts

Update contact

Update number

Update user

Delete webhook

List events DDL

List webhooks

Select one or more events. When these events occur it will trigger another execution of the workflow

Webhook

Aircall

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

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Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Udemy - Anonymous

Sales

Aircall - Icon

Telephony

Customer Relationship Management (CRM)

Add comment to ticket

Count the number of members of an organization.

Count organization members

Create automation

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket

Delete ticket form

Delete ticket tags

Delete user field

Delete user identity

Filter articles

Get article

Get article attachment

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

Retrieve the settings that are available for the account.

Get settings

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

List agents DDL

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List articles DDL

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

List audits for a ticket DDL

Retrieve a list of all brands for your account sorted by name.

List brands

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

Aircall and Zendesk integration + automation

Popular Aircall and Zendesk integrations

Aircall and Zendesk Connector Details

Aircall

Zendesk

Tray is the leading AI ready integration and automation platform

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