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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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Pipedrive

Copper - Icon

Copper

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Streak

Smartsheet

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Mindbody

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SugarCRM

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Workfront

Zoho CRM - Icon

Zoho CRM

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Trello

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Pipeliner

Freshsale

Freshsales

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

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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

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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)

Add user to group

Retrieves data about the terminated call.

List contacts DDL

List profiles

List snoozes

List tags

Create a new user with or without commitment from their email address and phone number.

Create user

Delete user from group

Retrieves list of phone numbers for your whole team.

List numbers

List numbers DDL

Trigger a call between one of your users ('From number') and a recipient ('To number'). Your user will see the recipient's number displayed for an incoming call. Once your user picks up the phone then a call will be made to the recipient.

Callback

Retrieve a specific IVR by its identifier.

Get IVR

Retrieves data as well as all numbers to a specific contact by their ID.

Get group

Retrieves information about an existing phone number.

Get number

Retrieves a complete team object that contains list of numbers, users, IVRs, conferences, tags and groups.

Get team

Retrieve the presences information about all your users.

List presences

Retrieves basic data about an user and all phones numbers assigned to them.

Trigger a call in a specific IVR (Interactive Voice Response) queue.

IVR callback

Retrieve all your IVRs (Interactive Voice Responses).

List IVRs

Retrieve all the conferences you've set up.

List conferences

List conversations

List current calls

List group users DDL

Retrieve the first 100 groups from your team.

List groups

List groups DDL

List ivrs DDL

Retrieves all the users on your team, and a list of their numbers for each.

Sends an SMS. Phone number must be in E.164 format.

Send SMS

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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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GDPR compliance for US companies: What you need to know

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Ringover

Telephony

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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

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UAC Solutions - By Team

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A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

Resources

Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

Zendesk Sell and Ringover integration + automation

Popular Zendesk Sell and Ringover integrations

Zendesk Sell and Ringover Connector Details

Zendesk Sell

Ringover

Tray is the leading AI ready integration and automation platform

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