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Salesforce

Microsoft Dynamics 365 - Icon

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

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

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Streak

Smartsheet

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Workfront

Zoho CRM - Icon

Zoho CRM

Trello - Icon

Trello

Freshsale

Freshsales

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Pipeliner

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LinkedIn

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Virtuous CRM

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

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Sales

Zendesk Sell

Project Management

Customer Relationship Management (CRM)

Create a custom audience in your business account.

Create custom audience

Create post

Delete audience members

Delete custom audience

Get ad

Retrieve a business user detail using ID.

Get business user

Get ad account

Retrieve insights from a specific ad account.

Get ad account insights

Get ad insights

Get adset

Get adset insights

Get audience

Get campaign

Retrieve insights for a specific campaign.

Get campaign insights

Get data about a specific lead using their ID.

Get page insights

Get post insights

List ad accounts associated with current user.

List ad accounts

List ad accounts DDL

List ads in ad account

List adsets in ad account

List business client ad accounts

List all business users associated with this business.

List business users

List ad campaigns found in an ad account.

List campaigns in ad account

List custom audience ad accounts DDL

List custom audience found in an ad account.

List custom audiences

List forms in page

List leads from ad

List leads from form

List the pages managed by the current user.

List pages managed

List all users invited to access this business, who have not yet accepted their invitation.

List pending users

Retrieve a list of posts associated with a specific page.

List posts on page

List saved audiences

Retrieve target audiences for your ads that match your search query.

Targeting search

Update a custom audience with a new population.

Update custom audience

Update post

List pages managed DDL

Subscribe to Lead Gen Ads

Facebook

Facebook1

Integrations

Make Facebook integrations easy

Facebook2

Automation

Facebook automation for any use case

Facebook3

Use cases

Next-level Facebook integrated processes

Facebook4

With CRM

Rapid Facebook + CRM integration

Facebook5

Ad automation

Flexible + scalable Facebook ad automation

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?

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.

Zendesk Sell and Facebook integration + automation

Popular Zendesk Sell and Facebook integrations

Zendesk Sell and Facebook Connector Details

Zendesk Sell

Facebook

Tray is the leading AI ready integration and automation platform

Similar connectors to Zendesk Sell and Facebook