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Salesforce

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Microsoft Dynamics 365

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Asana

Google Sheets - Icon

Google Sheets

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Monday

ConnectWise - Icon

ConnectWise

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Airtable

Jotform - Icon

Jotform

Copper - Icon

Copper

Pipedrive - Icon

Pipedrive

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Qualtrics

Zoho CRM - Icon

Zoho CRM

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

Smartsheet

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Workfront

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Trello

123FormBuilder

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Qualaroo

List contact lists DDL

Retrieve information about a single survey.

Get survey

Get survey collector

Get survey page

Get survey page question

Retrieve a full expanded response to a specified question.

Get survey response

List contact fields DDL

List contact lists

List contacts

Retrieve a list of all contacts in a contact list.

List contacts in contact list

Retrieves a list of all custom contact fields.

List custom contact fields

Retrieve a list of full expanded responses, including answers to all questions.

List full survey responses

List full survey responses DDL

Retrieve the list of languages available in a survey.

List survey languages

List survey languages DDL

Retrieve a list of question bank questions available to the user.

List questions

List recipients

Return a list of collectors for a given survey.

List survey collectors

List survey collectors DDL

List survey page questions

List survey page questions DDL

Retrieve the pages belonging to a survey.

List survey pages

List survey pages DDL

Return a list of surveys owned or shared with the user.

List surveys

List surveys DDL

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

Raw HTTP request (advanced)

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

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.

Connector Department - Marketing - Cards

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David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Make customer insights actionable with product usage data blog trayai

Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Connector Department - Product - Cards

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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

SurveyMonkey

Surveys and Forms

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Create contact

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

Returns all contacts available to the user according to the parameters provided.

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

Zendesk Sell

Project Management

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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SurveyMonkey and Zendesk Sell integration + automation

Popular SurveyMonkey and Zendesk Sell integrations

SurveyMonkey and Zendesk Sell Connector Details

SurveyMonkey

Zendesk Sell

Tray is the leading AI ready integration and automation platform

Similar connectors to SurveyMonkey and Zendesk Sell