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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Microsoft Office 365

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Lever

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Agile CRM

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G Suite

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Aircall

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Google Drive

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SalesforceIQ

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Microsoft OneDrive

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Mindbody

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Pipedrive

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Insightly

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Pipeliner

Fastpath

Infusionsoft

Delete sales activity

Updates the details of a single sales account

Update sales account

Delete lead

Create contact

Create cti phone call

Create lead

Delete sales account

Create manual call

Create sales account

Create sales activity

Delete contact

Filtered search

Gets the details of a single contact by ID

Get contact

Get lead

Gets the details of a single sales account by ID

Get sales account

Gets the details of a single sales activity by ID

Get sales activity

Gets information about the authenticated user

Get user info

List Sales activities

List contacts

List leads

List sales accounts

Search

Searches records for an exact match against field and entities. For partial matches, use the "Search" operation.

Search lookup

Update contact

Update lead

Updates the details of a single sales activity

Update sales activity

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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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Customer Relationship Management (CRM)

Retrieve further pages of results with a cursor.

Continue list (pagination)

Retrieve a "latest" cursor for "List folder content".

Get latest folder content cursor

Copy a file/folder from a specified path to target location.

Copy file/folder

Create file request

Create folder

Add a template to be associated with the current authenticated user account.

Create template

Retrieve information about the current user's account.

Get account info

Get file request

Get template

Retrieve the metadata for a file or folder.

Get file/folder metadata

List file requests

List file requests DDL

List folder content

List folder content DDL

List the Template IDs associated with this user.

List templates

List templates DDL

Add property groups to a Dropbox file. Template property groups can be created using the "Create template" operation.

Apply created template

Get a file from your dropbox account using its path.

Get file by path

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

Raw HTTP request (advanced)

Update file request

Upload file

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The ultimate guide to automating the entire lead lifecycle

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Aberdeen Report: Marketing technology—controlling the chaos

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

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Dropbox

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

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

Integrate Freshsales and Dropbox 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 Freshsales and Dropbox and any other API, database, webhook, and more.