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Salesforce

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Microsoft Dynamics 365

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Microsoft Sharepoint

Zendesk Sell

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SalesforceIQ

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Slack

Jira

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Microsoft Outlook

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Notion

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ConnectWise

Zoom - Icon

Zoom

Copper - Icon

Copper

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Pipedrive

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Streak

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SugarCRM

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Mindbody

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Virtuous CRM

GoToWebinar

GoTo Webinar

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Huddle

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

Add member to group

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

Add owner to group

Get group

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

List user teams

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)

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

Add tab to channel

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

List channel tabs DDL

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

List group owners DDL

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

List groups DDL

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

Update adaptive card

Update channel

Update channel tab

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

Update group

Update team

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How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

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

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Microsoft Teams

Collaboration

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List fields DDL

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

List users

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

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How to Automate Lead-to-Account Matching

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

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Zoho CRM

Customer Relationship Management (CRM)

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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

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Microsoft Teams and Zoho CRM integration + automation

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Microsoft Teams and Zoho CRM Connector Details

Microsoft Teams

Zoho CRM

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