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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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Atlassian Confluence

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Monday

Adobe Experience Manager

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Airtable

RUUM-icon-color

ruum by SAP

SalesforceIQ-icon-color

SalesforceIQ

ConnectWise - Icon

ConnectWise

Mindbody - Icon

Mindbody

Copper - Icon

Copper

Sitecore-icon-color

Sitecore

Trello - Icon

Trello

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SugarCRM

Pipedrive - Icon

Pipedrive

Smartsheet

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Zoho CRM

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Streak

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)

Get campaign

Create/ Upload task comment

Get article

Get image

Get raw file

Get task

Get an article associated with the task identified by Task ID.

Get task article data

Get task brief

Get task comment

Get task custom field

Get the external work information of a task external sub step.

Get task external work

Get an image associated with the task identified by Task ID.

Get task image data

Get a raw file associated with the task identified by Task ID.

Get task raw files data

Get task sub step

Get a video associated with the task identified by Task ID.

Get task video data

Get the list of custom fields added to a task.

List task custom fields

List task steps DDL

Get video

List assets

List assets DDL

List label group values DDL

List label groups DDL

Get a list of label groups and corresponding values.

List label groups and values

Get the list of the assets/contents of a task.

List task assets

List task assets DDL

Get the list of the attachments of a task.

List task attachments

Get the list of the comments of a task sub step.

List task comments

Get the list of the choices of a custom field in a task.

List task custom field choices

Update a custom field of a task. Currently supports update on the following types: text_field, multi_line_text_field, checkboxes, dropdown, multiple_choice, date_field, rich_text_field.

Update task custom field

Update the external work information of a task external sub step.

Update task external work

Update the sub step associated with an external work.

Update task sub step

Add a new asset to task. Supports only images, videos and raw files.

Upload task asset

Add a new draft to a task asset. Supports adding draft to only images, videos and raw files type task assets.

Upload task asset draft

NewsCred provide marketing management software & content marketing services to marketing teams who want to elevate performance

Webhook

NewsCred

NewsCred 1

Integrations

Fast and easy NewsCred integrations

NewsCred 2

Automation

NewsCred automation for any use case

NewsCred 3

Use cases

Heavy-duty NewsCred use cases

marketing tools by tray.io

How Automation is Changing the Face of Business

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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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 NewsCred integration + automation

Popular Zendesk Sell and NewsCred integrations

Zendesk Sell and NewsCred Connector Details

Zendesk Sell

NewsCred

Tray is the leading AI ready integration and automation platform

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