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Salesforce

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Microsoft Dynamics 365

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HubSpot

Zendesk Sell

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SalesforceIQ

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Salesforce Marketing Cloud

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Remarkety

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ConnectWise

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Copper

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Pipedrive

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SugarCRM

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Mindbody

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Marketo

MailChimp

Mailchimp

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ActiveCampaign

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Virtuous CRM

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Zoho CRM

Ometria

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Klaviyo

Create up to 50 prospects at a time. Every prospect must have an email address.

Batch create prospects

Update up to 50 prospects at a time. Each prospect must be identified by an ID or CRM FID.

Batch update prospects

Upsert (create/update) up to 50 prospects at a time. If the request includes an email address but no ID or CRM FID, a prospect will be created with the email address.

Batch upsert prospects

Create custom field

Create list

Create prospect

Get prospect by ID

Get a Pardot prospect by their email address.

Get prospect by email

Get tag

Get visitor

List campaigns

List campaigns DDL

List custom and static fields DDL

List all custom fields.  The maximum number of results that can be returned with each request is 200.

List custom fields

List custom fields DDL

List lists

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

Raw HTTP request (advanced)

List prospect accounts

List prospect accounts DDL

List prospects

List tags

List tags DDL

List visitors

Update prospect by ID

List lists DDL

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The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

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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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Marketing

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Salesforce Pardot

Marketing Automation Platform (MAP)

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

Get contact

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Delete contact

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Get user

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Update contact

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create contact

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Get pipeline

Create task

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How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

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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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Streak

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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

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Salesforce Pardot and Streak integration + automation

Popular Salesforce Pardot and Streak integrations

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Salesforce Pardot

Streak

Tray is the leading AI ready integration and automation platform

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