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Salesforce

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Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

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ConnectWise

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Airtable

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Jotform

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Copper

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Pipedrive

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Zoho CRM

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Mindbody

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SugarCRM

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Streak

Smartsheet

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Workfront

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Trello

123FormBuilder

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Qualaroo

SurveyMonkey

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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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)

Retrieve the progress of a specific survey response export request.

Get response export progress

List mailing lists

List mailing lists DDL

Create reminder distribution

Create contact import

Create a file that contains the requested responses.

Create response export

Create a single contact in a specified directory.

Create directory contact

Create distribution

Create mailing list

Create a single mailing list in a specified Target Audience directory.

Create mailing list for target audience directory

Create user

Delete a single contact from a directory.

Delete directory contact

Delete user

Retrieve the user ID and other user information associated with an Qualtrics API token or a Qualtrics OAuth access token.

Get authenticated user

Retrieve the general information about an organization.

Get organization

Retrieve a response export file in a format that can be used in other workflow steps.

Get response export file

Retrieve a specific Qualtrics survey by its ID.

Get survey

List activity logs

Retrieve a list of all activity type logging events.

List activity types

List activity types DDL

Retrieve a list of directories with summary information for each directory.

List directories

List directories DDL

List directory contacts

List directory contacts DDL

List distributions

Retrieve a list of all groups known to the user account.

List groups

List groups DDL

Retrieve information on all messages in a library.

List library messages

List library messages DDL

Retrieve the mailing lists in a Target Audience directory, default pagination size is 100.

List mailing lists in directory

Retrieve the contacts in a directory who have opted out.

List opted out directory contacts

Retrieve a list of the Qualtrics surveys.

List surveys

List surveys DDL

Retrieve a list of all users in the collection.

Retrieve a list of users in a specific group.

List users in group

Retrieve contacts that satisfy conditions you have specified.

Search directory contacts

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

Zendesk Sell and Qualtrics integration + automation

Popular Zendesk Sell and Qualtrics integrations

Zendesk Sell and Qualtrics Connector Details

Zendesk Sell

Qualtrics

Tray is the leading AI ready integration and automation platform

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