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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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Atlassian Confluence

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Monday

Adobe Experience Manager

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ConnectWise

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Airtable

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Copper

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Pipedrive

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Zoho CRM

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Sitecore

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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

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NewsCred

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)

Get issue status

Delete item from stream

Delete stream

Returns a paginated list of all the items in a stream.

List items in stream

Creates and returns the details of a stream.

Create stream

Delete item

Get hub

Returns the basic details for a specified issue.

Get issue details

Get item

Get stream

Returns the details of an item within a stream.

Get stream item

Returns the basic details for a specified title.

Get title

Returns a list of all issues within an account.

List account issues

Returns a paginated list of all the hubs.

List hubs

Returns a paginated list of all the items in the user’s account.

List items

Returns a paginated list of all the streams in an account.

List streams

Returns a paginated list of all the streams containing the item, with details of the item within stream.

List streams with item

Creates or updates an item’s properties in a stream.

Update item from stream

Returns the desktop and mobile Flipbook reader options for a specified folder.

List title Flipbook options

Returns the basic details for all issues within a title.

List title issues

Returns the basic details for all titles within an account.

List titles

Publish item

Create issues by uploading a file directly through this operation.

Upload file

Upload file by URL

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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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Personalization is shifting from email to omni-channel. Are you ready?

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

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Marketing

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Uberflip

Content Management System (CMS)

"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

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Zendesk Sell and Uberflip integration + automation

Popular Zendesk Sell and Uberflip integrations

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Zendesk Sell

Uberflip

Tray is the leading AI ready integration and automation platform

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