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Salesforce

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Microsoft Dynamics 365

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ServiceNow

LogicMonitor

Kazoo HR

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Lever

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LiveRamp

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Lodash

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LeafLink

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Agile CRM

Absorb

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Aircall

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Affinity

Zendesk Sell

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Aeries

Grafana

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SalesforceIQ

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Sailthru

Kanban Tool

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Postmates

Add a single contact to a campaign sequence.

Add contact to campaign sequence

Apply a tag or collection of tags to a contact.

Apply tags to contact

Create a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create contact

Creates or updates a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create or update contact

Delete contact

Get campaign

Get contact

Get the custom fields and optional properties for the Contact object.

Get contact model

Get tag

List campaigns

List contacts

List tagged contacts

List tags

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

Raw HTTP Request (Advanced)

Remove a single contact from a campaign sequence.

Remove contact from campaign sequence

Remove tags or collection of tags from a contact.

Remove tags from contact

Update contact

List hook event types

Delete hook

Find hook by public URL

List hooks

Webhook

Verify hook subscription

Infusionsoft

LEAD-LIFECYCLE

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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Sales

Customer Relationship Management (CRM)

Delete all rows that match a specific filter.

Delete Rows By Filter

Delete Rows

Delete column

Delete columns

Export an in memory CSV data into a plain text file using a template configuration

Export File

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find rows in the table that match a specific filter.

Find Rows By Filter

Change the characters (such as delimiter and escape character) used in a CSV. This operation may be required for CSVs with embedded new lines and quote character in cell values.

Format CSV

Generate a list of column descriptions from a JSON object (ignoring nested arrays and objects), and provide optional column type definitions to change the types of some fields.

Generate columns from object

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Return a single column from a number of rows from in the CSV.

Get column from rows

Delete a specific CSV created in Current Run and Account scope.

Delete a CSV

Update a single column in multiple rows using a function

Update by Function

Add Rows

Parse Text

Sort CSV

Update Cell

Create a temporary CSV for use within the current workflow execution from an existing file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From File

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XLSX File

Add Column

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Rename Column

Create a temporary CSV for use within the current workflow execution.  You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV

Duplicate

Return the number of columns that are available in an in memory CSV.

Get Column Count

Import an external CSV file into an existing in memory CSV

Import Data

Duplicate Column

Return the data in a specifc cell in the CSV.

Get Cell

Create a temporary CSV for use within the current workflow execution from an existing XML file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Create CSV From XML File

Add Row

Join two CSVs together based on a common field, using a left, inner or outer join. Indexes will automatically be created on for the columns chosen.

Join CSVs

Rename Columns

Set new values in all rows matching given filters, in the CSV

Update Rows by Filter

Find the first row in the table that matches a specific filter.

Find Row

Delete Row

CSV 1

Integration

Integrate your CSVs with any data source, fast

CSV 2

Automation

Powerful CSV automation

CSV 3

Use cases

Take full control of your CSV data

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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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Marketing

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Contact Management

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Enabling your entire organization to deliver on the promise of automation

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

Infusionsoft and CSV integration + automation

Popular Infusionsoft and CSV integrations

Infusionsoft and CSV Connector Details

Infusionsoft

CSV

Tray.io is the leader in low-code automation

Similar connectors to Infusionsoft and CSV

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