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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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Microsoft Sharepoint

Jira

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Slack

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Microsoft Outlook

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ConnectWise

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Zoho CRM

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Mindbody

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Notion

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Zoom

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Copper

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GoToWebinar

GoTo Webinar

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Pipedrive

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SugarCRM

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Huddle

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Streak

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Pipeliner

Adds an owner of an Office 365 group (unified), a dynamic group or security group.

Add owner to group

Get group

List user teams DDL

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

Raw HTTP request (advanced)

Add tab to channel

List channel tabs DDL

List group owners DDL

List groups DDL

Updates an Office 365 group (unified), a dynamic group or security group.

Update group

Adds a member to an Office 365 group (unified), a dynamic group or security group.

Add member to group

Archive team

Clones a team and its corresponding group.

Clone team

Create adaptive card

Creates a new channel in a Microsoft Team.

Create channel

Create chat message

Creates an Office 365 group (unified), a dynamic group or security group.

Create group

Delete channel

Delete group

Get channel

Returns information about a specific tab.

Get channel tab

Returns an item from the group's OneDrive.

Get group OneDrive item

Returns information about a notebook associated with a group.

Get group notebook

Get signed in user

Get user

List channel tabs

Returns a list of channels for a specific group.

List channels

List channels DDL

Returns a list of members for a specific group.

List group members

List group members DDL

Returns a list of notebooks associated with a group.

List group notebooks

Returns a list of owners of a specific group.

List group owners

Returns a list of plans associated with a group.

List group plans

Returns a list of groups (an AD group, Office 365 group, a team group, a dynamic group or a security group).

List groups

Returns a list of users in the organizatiobn.

List organization users

List organization users DDL

Return information about groups that have recently been created, updated, or deleted.

List recently modified groups

Returns a list of apps installed in the team.

List team apps

Returns a list of teams that a specific user is a member of.

List user teams

Removes a member from an Office 365 group (unified), a dynamic group or security group.

Remove member from group

Removes an owner from an Office 365 group (unified), a dynamic group or security group.

Remove owner from group

Remove tab from channel

Returns a list of items in the group's OneDrive according to search criteria.

Search group OneDrive items

Unarchive team

Update adaptive card

Update channel

Update channel tab

Update team

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

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

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business-automation

GDPR compliance for US companies: What you need to know

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Microsoft Teams

Collaboration

List custom fields for contacts DDL

Archive a contact using its unique identifier given by Virtuous.

Archive a contact

Create contact

Follow contact by ID

Get contact information using their Virtuous ID

Get contact by ID

Get contact information using a reference source and reference ID. 

Get contact by reference source and reference ID

List types of contact methods DDL

Lists the activity of contacts which are followed by this account.

List activity of contacts followed

List al the contact name prefixes used on this account.

List contact name prefixes

List contact name prefixes DDL

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contacts within proximity of a geocoordinate.

List contact types

List contact types DDL

List custom fields for contact individuals DDL

List all custom fields for contacts on Virtuous.

List custom fields for contacts

List all the contacts which are being followed by this account,

List followed contacts

Find all contacts that match, fully or partially, the given search parameters.

Search contacts 

Toggle the setting of whether the user follows the given contact

Toggle follow contact

Unfollow contact by ID

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

Update contact

Return a list of tags for the specified contact

List tags for contact

Return a list of the current organisation tags

List tags for current organisation

List tags for current organisation DDL

Create a new contact tag for the specified contact.

Create new tag for contact

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Integration

Powerful Virtuous CRM integrations

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Automation

Easy Virtuous CRM automation

Virtuous CRM 3

Use cases

Heavy-duty Virtuous CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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?

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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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Virtuous CRM

Customer Relationship Management (CRM)

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Similar connectors to Microsoft Teams and Virtuous CRM

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

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

Integrate Microsoft Teams and Virtuous CRM 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 Teams and Virtuous CRM and any other API, database, webhook, and more.

Microsoft Teams and Virtuous CRM integration + automation

Microsoft Teams and Virtuous CRM Connector Details

Popular Microsoft Teams and Virtuous CRM integrations

Microsoft Teams and Virtuous CRM templates