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Salesforce

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Microsoft Dynamics 365

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Pipeliner

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MessageBird

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Insightly

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Dynamo

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ConnectWise

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Copper

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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3CX Phone System

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Get a single list item from a specific list

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Create Contact

Update a contact in your account by its ID

Update Contact

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Get Accounts (DDL)

Delete a specific list item from a specific list

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Get all of the contacts within your account

Get All Contacts

Get List Items

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Get List By ID

Get List Fields (DDL)

Create a new item and add it to a specific list

Create List Item

Update the properties of a specific list item from a specific list

Update List Item

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Update Account

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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Aberdeen Report: Marketing technology—controlling the chaos

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

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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

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

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SalesforceIQ

Customer Relationship Management (CRM)

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

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

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

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3CX Phone System and SalesforceIQ integrations couldn’t be easier with the Tray Platform’s robust 3CX Phone System and SalesforceIQ connector, which connects any services without the need for separate integration tools.

3CX Phone System and SalesforceIQ integrations couldn’t be easier with the Tray Platform’s robust 3CX Phone System and SalesforceIQ connectors, which can connect to any service without the need for separate integration tools.

Integrate 3CX Phone System and SalesforceIQ 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 3CX Phone System and SalesforceIQ and any other API, database, webhook, and more.

3CX Phone System and SalesforceIQ integration + automation

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3CX Phone System and SalesforceIQ Connector Details

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Tray.io is the leader in low-code automation

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