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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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ConnectWise

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Copper

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Streak

Mindbody - Icon

Mindbody

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SugarCRM

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Zoho CRM

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Pipeliner

Freshsale

Freshsales

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

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Virtuous CRM

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Agile CRM

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Dynamo

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Aircall

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Insightly

OOMA

Ooma

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Nexmo

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Vonage

Currency codes DDL

Delete organization

List deals DDL

Create activity

Create deal

Create note

Create organization

Create person

Searches all organizations by their name.

Find organizations by name

Find a list of users by their email address or name.

Find people

Find users

Get activity

Returns details of a specific deal. Note: This also returns some additional fields which are not present when asking for all deals.

Get deal

Get a list of all the pipelines in Pipedrive.

List pipelines

Returns open and won deals, grouped by the defined interval.

Get deals timeline

Returns details of an organization. Note: This also returns some additional fields which are not present when asking for all organizations.

Get organization

Returns details of a person. Note: This also returns some additional fields which are not present when asking for all persons.

Get person

Get pipeline stage

Get user

Returns all activities assigned to a specified user. If no user specified, user authenticated on API will be used.

List activities

List activities DDL

List activity types

List activity types DDL

Returns data about all fields deals can have.

List deal fields

List deal fields DDL

List deals

Returns a list of deals associated with a specified person.

List deals associated with a person

List field keys DDL

List filters

List filters DDL

Get a list of all of the deals for an organization.

List organization deals

Returns data about all organization fields.

List organization fields

List pipelines DDL

List organizations

List people

List people DDL

List person fields

Get a list of all the pipeline stages in Pipedrive.

List pipeline stages

List pipeline stages DDL

Get a list of all the users in Pipedrive.

List users

List users DDL

Merge with deal ID

Merge with person ID

Perform search

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products).

Perform search using specific field

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

Raw HTTP request (advanced)

Update activity

Update deal

Updates the properties of an organization.

Update organization

Update person

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

List webhooks

Delete webhook

Create webhook

Webhook

Pipedrive

Subscribe to push notifications from Pipedrive.

On push notification

Pipedrive 1

Integrations

Pipedrive automation for any use case

Pipedrive 2

Automation

Pipedrive 3

Use cases

Heavy-duty Pipedrive use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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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Udemy - Anonymous

Sales

Tray-IO Blog 6

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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Customer Relationship Management (CRM)

Add user to group

Retrieves data about the terminated call.

Get call

List contacts DDL

List profiles

List snoozes

List tags

Create a new user with or without commitment from their email address and phone number.

Create user

Delete user from group

Retrieves list of phone numbers for your whole team.

List numbers

List numbers DDL

Trigger a call between one of your users ('From number') and a recipient ('To number'). Your user will see the recipient's number displayed for an incoming call. Once your user picks up the phone then a call will be made to the recipient.

Callback

Create contact

Retrieve a specific IVR by its identifier.

Get IVR

Retrieves data as well as all numbers to a specific contact by their ID.

Get contact

Get group

Retrieves information about an existing phone number.

Get number

Retrieves a complete team object that contains list of numbers, users, IVRs, conferences, tags and groups.

Pipedrive and Ringover integration + automation

Popular Pipedrive and Ringover integrations

Pipedrive and Ringover Connector Details

Pipedrive

Ringover

Tray is the leading AI ready integration and automation platform

Similar connectors to Pipedrive and Ringover