Salesforce-icon-color

Salesforce

ServiceNow - Icon

ServiceNow

Zendesk Sell

Zendesk-icon-color

Zendesk

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Lever - Icon

Lever

Pipedrive - Icon

Pipedrive

Intercom - Icon

Intercom

Groove - Icon

Groove

Mindbody - Icon

Mindbody

Copper - Icon

Copper

SugarCRM - Icon

SugarCRM

Help Scout

Streak-icon-color

Streak

AgileCRM-icon-color

Agile CRM

Virtuous-icon-color

Virtuous CRM

Pipeliner-icon-color

Pipeliner

Dynamo - Icon

Dynamo

LivePerson LiveEngage

LivePerson

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

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

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

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

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Customer Relationship Management (CRM)

Create company

Delete note

List agents DDL

List companies DDL

List contact fields

List contacts DDL

Update company

Delete contact

Delete ticket

List products DDL

Delete company

List groups

List email configs DDL

List tickets DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Get company

Create contact

Create note

Create ticket

Get agent

Get contact

Get ticket

List agents

List companies

List company fields

List contacts

List email configs

List groups DDL

List products

List ticket conversations

List ticket fields

Retrieve a list of ticket satisfaction ratings.

List ticket satisfaction ratings

List ticket time entries

List tickets

Restore ticket

Update contact

Update note

Update ticket

Upload contact avatar

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

zendesk-color-logo

Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

Freshdesk-icon-color

Freshdesk

Watch the demo CTA Item - Used in main nav

Navigation CTA - Get Started

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

logo - ibm

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

Mixpanel accelerates mission-critical order-to-cash process by 25%

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to Microsoft Dynamics 365 and Freshdesk

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

"Request 1:1 demo" -> Demo LP [Primary style] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Demo Landing Page

Microsoft Dynamics 365 and Freshdesk integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Freshdesk connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and Freshdesk integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Freshdesk connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and Freshdesk with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Microsoft Dynamics 365 and Freshdesk and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Freshdesk integration + automation

Microsoft Dynamics 365 and Freshdesk Connector Details

Popular Microsoft Dynamics 365 and Freshdesk integrations

Microsoft Dynamics 365 and Freshdesk templates