LogicMonitor

LivePerson LiveEngage

LivePerson

Kazoo HR

LiveRamp - Icon

LiveRamp

Lodash-icon-color

Lodash

LeafLink - Icon

LeafLink

Absorb

aeries

Aeries

Grafana

Sailthru - Icon

Sailthru

Kanban Tool

Retention Rocket

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Zendesk

Postmates-icon-color

Postmates

Freshdesk-icon-color

Freshdesk

Gainsight - Icon

Gainsight

Zuora - Icon

Zuora

PowerSchool

GatherUp - Icon

GatherUp

Drift - Icon

Drift

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

Affinity1

Integrations

Easily integrate Affinity

Affinity2

Automation

Limitless Affinity automation

Affinity3

Use cases

In-depth Affinity automations

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

Affinity - Icon

Affinity

Contact Management

Archive contact

Assigns a conversation to an admin or team. It also can be automatically assigned following assignment rules.

Assign conversation

Attach contact to company

Add participants who are contacts to a conversation, on behalf of either another contact or an admin.

Attach contact to conversation

Attach tag to contact

Close conversation

Creates in-app conversation initiated by a contact (ie. user or lead).

Create conversation

Creates a message that has been initiated by an admin. The conversation can be either an in-app message or an email.

Create message as admin

Get a list of all the admins in Intercom.

List admins

Create/update company

Delete contact

Detaches a single contact from a company.

Detach contact from company

Detach contact from conversation

Detach tag from contact

Get admin

Retrieves a company by their Intercom internal ID, company ID, or their name in Intercom.

Get company

Retrieves the details of a single contact.

Get contact

Retrives the details of a single conversation.

Get conversation

Get current user

Get team

List admins DDL

Retrieves a list of companies that are associated to a contact.

List attached companies

Retrieves a list of tags that are associated to a contact.

List attached tags

List companies

List companies DDL

List companies IDs DDL

List company segments DDL

List contacts

List contacts DDL

Retrieves a list of all contacts that belong to a company.

List contacts attached to company

List conversations

List conversations DDL

Retrieves a list of available data attributes.

List data attributes

Retrieves a list of all data events that are less than 90 days old.

List data events

List segments

List tags

List teams

List users DDL

Merges a contact with a role of lead into a contact with a role of user. The contact that's specified as from will be deleted after being merged into the contact specified as into. Attributes that don't exist on the contact specified as into will be copied over.

Merge contacts

Open conversation

Replies to a conversation with a message from an admin or on behalf of a contact, or with a note for admins.

Reply to conversation

Searches for contacts by the value of their attributes.

Search contacts

Searches for conversations by the value of their attributes.

Search conversations

Updates an existing contact (user or lead).

Update contact

List contact fields DDL

List custom data attributes for contact DDL

List custom data attributes for company DDL

List tags DDL

List teams DDL

List user segments DDL

Create contact

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

Raw HTTP request (advanced)

Submit data event

Unarchive contact

Intercom is a customer messaging tool for sales, marketing, and support, connected in a single unified platform.

Receive a feed of specific events tracked into Intercom in real-time.

Event webhook

You can use webhooks to receive notifications, such as conversation replies, and users being created. Notifications are grouped into topics which can be subscribed to.

Affinity and Intercom integration + automation

Popular Affinity and Intercom integrations

Affinity and Intercom Connector Details

Affinity

Intercom

Tray.io is the leader in low-code automation

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