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Salesforce

Zendesk Sell

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Agile CRM

Freshsale

Freshsales

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Dynamo

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

Ring Central

RingCentral

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Aircall

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Insightly

OOMA

Ooma

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Vonage

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SalesforceIQ

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.

Get team

Retrieve the presences information about all your users.

List presences

Retrieves basic data about an user and all phones numbers assigned to them.

Get user

Trigger a call in a specific IVR (Interactive Voice Response) queue.

IVR callback

Retrieve all your IVRs (Interactive Voice Responses).

List IVRs

List calls

Retrieve all the conferences you've set up.

List conferences

List contacts

List conversations

List current calls

List group users DDL

Retrieve the first 100 groups from your team.

List groups

List groups DDL

List ivrs DDL

Retrieves all the users on your team, and a list of their numbers for each.

List users

List users DDL

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

Raw HTTP request (advanced)

Sends an SMS. Phone number must be in E.164 format.

Send SMS

Update contact

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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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Ringover

Telephony

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 

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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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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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

Zoho CRM - Icon

Zoho CRM

Customer Relationship Management (CRM)

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

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

UAC Solutions - By Use Case

UAC Solutions - By Application

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

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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Ringover and Zoho CRM integration + automation

Popular Ringover and Zoho CRM integrations

Ringover and Zoho CRM Connector Details

Ringover

Zoho CRM

Tray is the leading AI ready integration and automation platform

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