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Salesforce

Zendesk Sell

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Zendesk

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ConnectWise

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Pipedrive

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Copper

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Streak

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Mindbody

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SugarCRM

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Zoho CRM

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Pipeliner

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Freshsales

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Virtuous CRM

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Agile CRM

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Groove

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Dynamo

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Aircall

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Freshdesk

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Insightly

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

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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

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Customer Relationship Management (CRM)

Add tag to contact

Retrieves detailed information about a contact.

Get contact

List contact's tags

List contacts

Retrieves the messages in the conversation with ID equal to the given 'Conversation ID'.

List conversation messages

Retrieves a list of conversations from your account.

List conversations

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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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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

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Drift

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Similar connectors to Microsoft Dynamics 365 and Drift

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

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

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

Microsoft Dynamics 365 and Drift integration + automation

Microsoft Dynamics 365 and Drift Connector Details

Popular Microsoft Dynamics 365 and Drift integrations

Microsoft Dynamics 365 and Drift templates