LivePerson LiveEngage

LivePerson

ReSci (Retention Science)

Retention Rocket

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Zendesk

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Intercom

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Gainsight

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GatherUp

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Drift

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Ometria

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UserVoice

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Zoho Desk

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Totango

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Groove

Help Scout

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Blueshift

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

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

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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Freshdesk

The alias method is used to merge two user identities, effectively connecting two sets of user data as one.

Alias identities

Track one or more events to Segment in one batch, to keep API calls efficient.

Batch

Get a single profile’s external ids within a collection using an external_id.

Get Profile External ID's (Alpha)

Get a single profile’s properties within a collection using an external id.

Get Profile Properties (Alpha)

Get a single profile’s events within a collection using an external ID.

Get Profile Events (Alpha)

The group method lets you associate a user with a group, like an account or organization.

Group user

The identify method is how you tie one of your users and their actions to a recognizable userId and traits.

Identify user

The track method is how you record any actions your users perform.

Track event

The page method lets your record whenever a user sees a page of your website.

Track page

Get a single profile’s traits within a collection using an external_id.

Get Profile Traits (Alpha)

Trigger this workflow only when new user aliases are created.

On user alias

Trigger this workflow only when a user is identified.  This usually happens at account creation.

On user identify

Trigger this workflow on every segment event. You can then apply a custom set of filters.

On all messages

Trigger this workflow only when a user performs an action that triggers an event.

On event track

Trigger this workflow only when a new user is added to a group.

On group track

Trigger this workflow only on pageview events.

On page track

Trigger this workflow only when a user sees a new screen on your app.

On screen track

Segment

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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?

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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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Marketing

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Customer Data Platform (CDP)

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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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Your journey to automation excellence starts here

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

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

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

Integrate Freshdesk and Segment 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 Freshdesk and Segment and any other API, database, webhook, and more.