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Salesforce

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Microsoft Dynamics 365

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Microsoft Office 365

Zendesk Sell

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Google Drive

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G Suite

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ConnectWise

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Zoho CRM

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Mindbody

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Copper

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Dropbox

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Microsoft OneDrive

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Pipedrive

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SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Agile CRM

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Dynamo

Create an image and add it to an existing presentation.

Create image

Create a new slide and add it to an existing presentation.

Create slide

Duplicates a slide or page element. When duplicating a slide, the duplicate slide will be created immediately following the specified slide. When duplicating a page element, the duplicate will be placed on the same page at the same position as the original.

Duplicate slide

Insert text into a shape or a table cell.

Insert text

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

Raw HTTP request (advanced)

Set slide background image

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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Google Slides

Content Collaboration Software

Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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Sales

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Capsule CRM

Customer Relationship Management (CRM)

See all our connectors (Tertiary)

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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.

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

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

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

Integrate Google Slides and Capsule CRM 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 Google Slides and Capsule CRM and any other API, database, webhook, and more.