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Salesforce

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Rejoiner

Zendesk Sell

Rare.io

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SalesforceIQ

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Hunter

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Gmail

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Xverify

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iContact

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ConnectWise

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Kickbox

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Copper

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Streak

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Pipedrive

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SugarCRM

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Mindbody

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Virtuous CRM

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Zoho CRM

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Pipeliner

Freshsale

Freshsales

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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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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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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Microsoft Dynamics 365

Customer Relationship Management (CRM)

Create list

Create custom field

Adds an existing contact (by email) to the specified list or creates a new contact with optional attributes and adds it to the specified list as well as the All Contacts list.

Add contact to list

Lists all contacts or the contact with the given email.

List contacts

Lists all the custom fields for a given user.

List custom fields

Returns all lists present in the user's account.

List lists

VerticalResponse

Email

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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

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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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Your journey to automation excellence starts here

Resources

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Resources Customer Spotlight - Primary

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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 VerticalResponse

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

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

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

Microsoft Dynamics 365 and VerticalResponse integration + automation

Microsoft Dynamics 365 and VerticalResponse Connector Details

Popular Microsoft Dynamics 365 and VerticalResponse integrations

Microsoft Dynamics 365 and VerticalResponse templates