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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

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Xverify

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ZeroBounce

hunter

Hunter

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Gmail

ConnectWise - Icon

ConnectWise

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Kickbox

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

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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

Freshsale

Freshsales

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Dynamo

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Aircall

List segments DDL

Create a client folder for your iContact account.

Create client folder

Create a contact in a client folder of your iContact account.

Create contact

Create a custom field to store contact information other than the standard fields provided by the system.

Create custom field

Create a segment in your iContact account. Segments define a saved search of contacts on a given list, allowing you to send to just the subscribers in that saved search.

Create segment

Create a subscriber list in your iContact account.

Create subscriber list

Create a subscription between a contact and a list in your iContact account.

Create subscription

Get a client folder in your iContact account.

Get client folder

Get a contact from a client folder in your iContact account.

Get contact

Get a custom field from a client folder in your iContact account.

Get custom field

Get a segment from a client folder in your iContact account.

Get segment

Get a subscriber list from a client folder in your iContact account.

Get subscriber list

Get a subscription from a client folder in your iContact account.

Get subscription

Get the client folders from your iContact account.

List client folders

List client folders DDL

Get contacts from a client folder in your iContact account.

List contacts

List contacts DDL

Get custom fields from a client folder in your iContact account.

List custom fields

List custom fields DDL

List fields DDL

List lists DDL

Get segments from a list in a client folder in your iContact account.

List segments

Get subscriber lists from a client folder in your iContact account.

List subscriber lists

Get subscriptions from a client folder in your iContact account.

List subscriptions

Move a contact to another subscription list in your iContact account.

Move subscription

Unsubscribe a contact from a subscription list in your iContact account.

Unsubscribe subscription

Update a client folder in your iContact account.

Update client folder

Update a contact in a client folder of your iContact account.

Update contact

Update a custom field in your iContact account.

Update custom field

Update a segment in a list in your iContact account.

Update segment

Update a subscriber list in your iContact account.

Update subscriber list

marketing tools by tray.io

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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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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iContact

Email

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Get user

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

List users

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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Sales

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Zoho CRM

Customer Relationship Management (CRM)

"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

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Resources - Success

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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

iContact and Zoho CRM integration + automation

Popular iContact and Zoho CRM integrations

iContact and Zoho CRM Connector Details

iContact

Zoho CRM

Tray is the leading AI ready integration and automation platform

Similar connectors to iContact and Zoho CRM