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Postmates

Grafana

Clubhouse

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Zuora

ClickUp

AWS Cognito

PowerSchool

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Constant Contact

Atlassian

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Amplitude

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LeafLink

LogicMonitor

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AWS CloudWatch

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Ellucian Ethos

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Alteryx

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AWS Cloudfront

Kanban Tool

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Kazoo HR

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Talkdesk

Fulcrum is a cloud-based mobile data collection platform, designed to simplify the process of managing geographic data captured in the field.

Trigger workflows from events that occur via a webhook. To make it easier to jsonpath, click "Use output" in the Debug view to tailor the output schema to your particular result.

Webhook

Fulcrum

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

Mobile Engagement

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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Udemy - Anonymous

Sales

mark

Close

Contact Management

"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 Fulcrum and Close

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Tray is the leading AI ready integration and automation platform

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David Dorman of Digital Ocean works with Tray.io

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Details - Double

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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

First Name

Last Name

Email

Submit (Get a demo)

How did you hear about Tray - Interactive Tour (Hidden)

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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]

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

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

Integrate Fulcrum and Close 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 Fulcrum and Close and any other API, database, webhook, and more.

Fulcrum and Close integration + automation

Fulcrum and Close Connector Details

Popular Fulcrum and Close integrations

Fulcrum and Close templates