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Salesforce

Zendesk Sell

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Zendesk

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SalesforceIQ

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ConnectWise

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Mindbody

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Copper

Retention Rocket

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SugarCRM

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Pipedrive

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Zoho CRM

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Streak

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Agile CRM

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Virtuous CRM

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Intercom

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Pipeliner

Freshsale

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Groove

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Dynamo

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Aircall

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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Sales

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The ultimate guide to automating the entire lead lifecycle

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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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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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Customer Relationship Management (CRM)

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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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Helpshift

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

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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 Microsoft Dynamics 365 and Helpshift

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

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

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

Microsoft Dynamics 365 and Helpshift integration + automation

Microsoft Dynamics 365 and Helpshift Connector Details

Popular Microsoft Dynamics 365 and Helpshift integrations

Microsoft Dynamics 365 and Helpshift templates