Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Asana-icon-color

Asana

Google Sheets - Icon

Google Sheets

Google Calendar - Icon

Google Calendar

Monday-icon-color

Monday

ConnectWise - Icon

ConnectWise

Airtable-icon-color

Airtable

Pipedrive - Icon

Pipedrive

Calendly - Icon

Calendly

Copper - Icon

Copper

Streak-icon-color

Streak

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Workfront-icon-color

Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

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Pipeliner

Freshsale

Freshsales

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

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)

Delete voucher

Create appointment

Creates a synchronised appointment on eTermin.

Create appointment sync

Creates a calendar/service assignment on eTermin.

Create assignment

Create calendar

Delete service

Create service

Create service group

Create voucher

Create working times

Delete calendar

Delete appointment

Deletes a synchronised appointment on eTermin.

Delete appointment sync

Delete assignment

Deletes a contact, either by their email or ID.

Delete service group

Update appointment sync

Returns data for an individual appointment.

Get Appointment

Get company details

Get service

Returns a list of all appointments in a specified date range.

List appointments

Returns all calendar/service assignments.

List assignments

Returns all available time slots for a specific day.

List available timeslots

Returns all calendars on the user's eTermin account.

List calendars

Returns all contacts on the user's eTermin account.

List customer ratings

Returns all service groups on the account.

List service groups

Returns details of all services, either for the entire account or for a particular service group on the account.

List services

Return all inserted, modified, and deleted appointments on the eTermin platform. Their statuses are indicated by the parameter 'syncStatus'.

List sync appointments

List vouchers

Returns all working slots associated with a specific calendar.

List working times

Returns all working slots that were entered for a specific time slot.

List working times date

Update appointment

Updates an existing calendar/service assignment.

Update assignment

Update calendar

Update company details

Update service

Update service group

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Travel and hospitality leader positions itself for powerful revenue growth

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

Connector Department - Vertical - Cards

ANONYMOUS  - Travel leader

Vertical

eTermin

ETermin

Scheduling and Time Tracking

"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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Zendesk Sell and ETermin integration + automation

Popular Zendesk Sell and ETermin integrations

Zendesk Sell and ETermin Connector Details

Zendesk Sell

ETermin

Tray is the leading AI ready integration and automation platform

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