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Postmates

Grafana

Clubhouse

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Zuora

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Google Analytics

Datadog

ClickUp

AWS Cognito

PowerSchool

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Constant Contact

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Google Ads

Atlassian

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Amplitude

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LeafLink

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Mixpanel

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Google Ad Manager

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Optimizely

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Instapage

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Ellucian Ethos

Lists contact names from your organisation

List contact names DDL

List user names DDL

Get user

Update lead

Get lead

List lead names DDL

List lead contact names DDL

Delete contact

List all the users who are members of the same organizations as you are.

List users

List types DDL

Create a new lead - be aware that sending a blank request will create a blank lead

Create lead

Create contact

Delete lead

List contacts

Get contact

Update contact

List leads

List lead statuses for your organization


List lead statuses DDL

Merge two leads - be aware the source lead will be deleted after it's merged into the destination lead. If conflicts exist the data from the destination lead will be kept and the data from the source lead will be discarded

Merge leads

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

Connector Department - Sales - Cards

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Sales

mark

Close

Contact Management

Get enterprise daily report

Gets enterprise daily report in CSV format.

Get enterprise daily report as CSV

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

Raw HTTP Request (Advanced)

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The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Verve

Ads and Analytics

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to Close and Verve

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

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Last Name

Email

Submit (Get a demo)

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Salesforce Campaign ID (Interactive Tour)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

Close and Verve integrations couldn’t be easier with the Tray platform’s robust Close and Verve connector, which connects any services without the need for separate integration tools.

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

Integrate Close and Verve with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Close and Verve and any other API, database, webhook, and more.

Close and Verve integration + automation

Close and Verve Connector Details

Popular Close and Verve integrations

Close and Verve templates