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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

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ConnectWise

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Airtable

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Jotform

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Copper

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Pipedrive

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Qualtrics

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Zoho CRM

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Mindbody

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SugarCRM

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Streak

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Workfront

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Trello

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Qualaroo

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

List contact fields DDL

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

List contacts

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

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

Raw HTTP request (advanced)

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

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

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Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Retrieve a list of existing campaigns for an account.

List campaigns

List campaigns DDL

Retrieve a list of existing donations paid to an account.

List donations

List donations DDL

Retrieve a list of fundraisers for the account.

List fundraisers

List fundraisers DDL

Retrieve a list of donors and contacts for an account.

List people

List people DDL

Retrieve a list of existing recurring donations for an account.

List subscriptions

List subscriptions DDL

Update campaign

Update donation

Update fundraiser

Update person

Update an existing recurring donation for an account.

Update subscription

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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.

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Product

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Donately

Surveys and Forms

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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

Customer Spotlight

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Similar connectors to Zendesk Sell and Donately

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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

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

Integrate Zendesk Sell and Donately 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 Zendesk Sell and Donately and any other API, database, webhook, and more.

Zendesk Sell and Donately integration + automation

Zendesk Sell and Donately Connector Details

Popular Zendesk Sell and Donately integrations

Zendesk Sell and Donately templates