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Universal Connector

Zendesk Sell and Planview integration + automation

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

Zendesk Sell and Planview Connector Details

Zendesk Sell

Zendesk Sell

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UsesSales
CategoryProject Management, Customer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete contactGet orderCreate contactDelete dealDelete leadDelete productList deal associated contactsCreate callCreate dealCreate leadCreate noteCreate orderand 18 more...
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Planview

Planview

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UsesAll
CategoryProject Management
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Planview connector available at the moment.

To get data in and out of Planview, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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