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Salesforce

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SalesforceIQ

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ConnectWise

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Remarkety

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Virtuous CRM

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

List entity type attributes

List entity type attributes DDL

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Retrieves stored information about the user.

Get user information

List entity types in Microsoft Dynamics 365

List entity types

List one to many relationships

List entity types DDL

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

List entity set attributes DDL

List entity sets DDL

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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

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Microsoft Dynamics 365

Customer Relationship Management (CRM)

List sequences

List sequences DDL

List subscriber fields DDL

List tags DDL

Retrieve a list of tags by subscriber ID.

List tags by subscriber

Remove tag

Remove tag by email

Unsubscribe email address from forms and sequences (courses).

Unsubscribe email

Get subscriber

Retrieve the metadata of a subscriber field.

Get subscriber field

Retrieve a list of custom fields for the account.

List custom fields

List custom fields DDL

List forms

List forms DDL

Get purchase

List purchases

Create form subscriber

Add subscriber to a sequence (course) by email.

Create sequence subscriber

Create tag

Returns the name and the primary email address of the current account.

Get current account

Retrieve a list of all subscribers. Can be filtered if required.

List subscribers

Retrieve list of subscriptions by form ID.

List subscriptions by form

Retrieve list of subscriptions by sequence (course) ID.

List subscriptions by sequence

Retrieve list of subscriptions by tag ID.

List subscriptions by tag

List tags

Update subscriber

Convertkit 1

Integrations

Convertkit integrations made easy

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Automation

Powerful Convertkit automation

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Use cases

Convertkit automation for power users

ConvertKit

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

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Similar connectors to Microsoft Dynamics 365 and ConvertKit

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Microsoft Dynamics 365 and ConvertKit integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and ConvertKit connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and ConvertKit integrations couldn’t be easier with the Tray platform’s robust Microsoft Dynamics 365 and ConvertKit connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and ConvertKit 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 Microsoft Dynamics 365 and ConvertKit and any other API, database, webhook, and more.

Microsoft Dynamics 365 and ConvertKit integration + automation

Microsoft Dynamics 365 and ConvertKit Connector Details

Popular Microsoft Dynamics 365 and ConvertKit integrations

Microsoft Dynamics 365 and ConvertKit templates