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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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ConnectWise

Zoho CRM - Icon

Zoho CRM

Mindbody - Icon

Mindbody

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Intercom

Copper - Icon

Copper

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Pipedrive

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Freshdesk

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SugarCRM

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Streak

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Groove

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Virtuous CRM

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Agile CRM

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Pipeliner

LivePerson LiveEngage

LivePerson

Freshsale

Freshsales

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Gainsight

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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

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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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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Marketing

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SalesforceIQ

Customer Relationship Management (CRM)

Add comment to ticket

Count the number of members of an organization.

Count organization members

Create automation

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket

Delete ticket form

Delete ticket tags

Delete user field

Delete user identity

Filter articles

Get article

Get article attachment

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

Retrieve the settings that are available for the account.

Get settings

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

List agents DDL

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List articles DDL

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

List audits for a ticket DDL

Retrieve a list of all brands for your account sorted by name.

List brands

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

List group memberships

Get a list of all of the groups in your Zendesk account.

List groups

List groups DDL

List all labels in knowledge base that can be applied to articles.

List labels

List labels DDL

Retrieve a list of locales available to the account.

List locales

List locales DDL

Get a list of all of the available organization fields in your Zendesk account.

List organization fields

List organization fields ID DDL

List organization fields key DDL

Get a list of all of the memberships (users) attached to this organization.

List organization memberships

Get a list of all of the organizations in your Zendesk account, grouped into pages.

List organizations

Zendesk

SalesforceIQ and Zendesk integration + automation

Popular SalesforceIQ and Zendesk integrations

SalesforceIQ and Zendesk Connector Details

SalesforceIQ

Zendesk

Tray is the leading AI ready integration and automation platform

Similar connectors to SalesforceIQ and Zendesk