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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

Retention Rocket

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Copper

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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

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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

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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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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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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)

List all organizations for the authenticated user

List organizations

List organizations DDL

Lists the tags associated with a specific ticket.

List tags in a ticket

List ticket tags

List tickets

List tickets DDL

List tickets by contact

Add comment to ticket

Add tags to ticket

Create call

Create contact

Create ticket

Get call

Get contact history

Get ticket

List accounts

List accounts DDL

List agents

List agents DDL

List contacts

List departments

List departments DDL

List views

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Remove tags from ticket

Search

Search contacts

Search ticket tags

Update call

Update ticket

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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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Zoho Desk

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

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Similar connectors to Microsoft Dynamics 365 and Zoho Desk

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

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

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

Microsoft Dynamics 365 and Zoho Desk integration + automation

Microsoft Dynamics 365 and Zoho Desk Connector Details

Popular Microsoft Dynamics 365 and Zoho Desk integrations

Microsoft Dynamics 365 and Zoho Desk templates