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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

Salesforce Pardot - Icon

Salesforce Pardot

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HubSpot

Google Sheets - Icon

Google Sheets

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SalesforceIQ

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Salesforce Marketing Cloud

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ruum by SAP

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Remarkety

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Monday

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Airtable

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ConnectWise

Smartsheet

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Trello

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Copper

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Pipedrive

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Streak

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SugarCRM

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Mindbody

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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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)

Archive list member

Delete ecommerce store

Delete all personally identifiable information related to a list member, and remove them from a list. This will make it impossible to re-import the list member.

Delete list member

Delete order

List campaign folders DDL

List campaigns DDL

List interests DDL

List list segments DDL

List lists

List lists DDL

Create customer

Create ecommerce store

Create member in list

Create segment member

Delete customer

Get ecommerce store

Get information about an account's orders.

List account orders

Get a list of email activities that have happened for a given campaign.

List campaign email activity

Get all folders used to organize campaigns.

List campaign folders

Get a list of all the people who received a particular campaign.

List campaign recipients

Get a list of sub reports for a parent campaign.

List campaign sub reports

Get a list of email activities that have happened for a given campaign and a particular subscriber.

List campaign subscriber activity

List campaigns

List currency code DDL

Get information about a store's customers.

List customers

List ecommerce store IDs DDL

List ecommerce stores

Get information about a list’s interest categories.

List interest categories

List interest categories DDL

Get information about an interest category's interests.

List interests

List language codes DDL

Retrieve all merge fields for a specific list.

List list merge fields

List list merge fields DDL

List list segments

Retrieve details about a subscriber's recent activity.

List member activity

Retrieve recent notes for a specific list member.

List recent member notes

Search for members across your Mailchimp lists.

Search members

Update ecommerce store

Update order

Upsert list member

Webhook

Mailchimp

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

MailChimp

Marketing Automation Platform (MAP)

"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

Zendesk Sell and Mailchimp integration + automation

Popular Zendesk Sell and Mailchimp integrations

Zendesk Sell and Mailchimp Connector Details

Zendesk Sell

Mailchimp

Tray is the leading AI ready integration and automation platform

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