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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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LivePerson

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

Retention Rocket

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Zendesk

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Mindbody

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Pipedrive

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Freshdesk

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Intercom

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Gainsight

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Pipeliner

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Dynamo

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GatherUp

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

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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

Help Scout

Create contact

Delete contact

Get contact

List contact custom fields

List contact custom fields DDL

List contact relationships

List contact relationships DDL

List contacts

List contacts DDL

List countries

List countries DDL

List organisations

List organisations DDL

Search contacts

Update contact

Insightly CRM 1

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Quick and easy Insightly CRM integrations

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Insightly CRM automation for any use case

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Solve heavy-duty Insightly CRM use cases

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Streamline strategic sales with an automated deal desk

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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

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

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

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

Integrate Help Scout and Insightly 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 Help Scout and Insightly and any other API, database, webhook, and more.

Help Scout and Insightly integration + automation

Popular Help Scout and Insightly integrations

Help Scout and Insightly Connector Details

Help Scout

Insightly

Tray.io is the leader in low-code automation

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Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.