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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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Salesloft

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Pitchly

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ConnectWise

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Copper

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Pipedrive

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Streak

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Koncert

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SugarCRM

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Mindbody

Showpad

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Virtuous CRM

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Zoho CRM

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Outreach

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Pipeliner

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Agile CRM

Freshsale

Freshsales

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Dynamo

Delete Account

Get Account By ID

Create Account

Get Lists (DDL)

Get a single list item from a specific list

Get List Item

Create Contact

Update a contact in your account by its ID

Update Contact

Delete Contact

Get Accounts (DDL)

Delete a specific list item from a specific list

Delete List Item

Get Contact

Get all of the contacts within your account

Get All Contacts

Get List Items

Get Lists

Get Accounts

Get List By ID

Get List Fields (DDL)

Create a new item and add it to a specific list

Create List Item

Update the properties of a specific list item from a specific list

Update List Item

Get Account Fields (DDL)

Update Account

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Streamline strategic sales with an automated deal desk

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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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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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

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SalesforceIQ

Customer Relationship Management (CRM)

Create lead

Retrieves the basic details on an account.

Get account

List lead statuses DDL

Create a new user associated with your account.

Create user

Download lead file attachment

Get lead

Retrieves a single organization's information.

Get org

Get flattened (or nested) information on the given org units and the hierarchical structure.

Get organization structure

Get a webhook subscription for your SalesRabbit forms, given the subscription ID.

Get subscription

Get multiple users associated with your account.

List users

Get details of an existing user associated with your account.

Get user

List forms DDL

Get available lead custom fields. Additional lead custom fields can be defined in your SalesRabbit settings.

List lead custom fields

List lead custom fields DDL

List lead files DDL

List lead status IDs DDL

Get available lead statuses. Additional lead statuses can be defined in your SalesRabbit settings.

List lead statuses

List leads

List leads DDL

List org units DDL

Get the webhook subscriptions for your SalesRabbit forms.

List subscriptions

List subscriptions DDL

List user role names DDL

List user roles with permissions

List users DDL

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

Raw HTTP request (advanced)

Update lead

Create custom form response

Delete lead

Get lead status

Get a list of your published SalesRabbit forms.

List forms

List org units

Update details of an existing user associated with your account.

Update user

Upload file to lead

A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams.

List model IDs DDL

Trigger this workflow when the selected form is submitted via a webhook. Use the main Webhook operation to subscribe to all forms ("catch-all") or multiple forms. 

Single form webhook

Trigger this workflow when a user submits a form via a webhook.

Webhook

SalesRabbit Trigger

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SalesRabbit

Sales Enablement

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

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

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A strategic platform with solutions for mission critical use cases

Solutions

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AVID achieves 194% ROI and $348,293 in annual cost savings

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Your journey to automation excellence starts here

Resources

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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Similar connectors to SalesforceIQ and SalesRabbit

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

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

Integrate SalesforceIQ and SalesRabbit 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 SalesforceIQ and SalesRabbit and any other API, database, webhook, and more.

SalesforceIQ and SalesRabbit integration + automation

SalesforceIQ and SalesRabbit Connector Details

Popular SalesforceIQ and SalesRabbit integrations

SalesforceIQ and SalesRabbit templates