LivePerson LiveEngage

LivePerson

ReSci (Retention Science)

Retention Rocket

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Zendesk

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Freshdesk

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Gainsight

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GatherUp

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Drift

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Segment

Ometria

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UserVoice

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Zoho Desk

skilljar

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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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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

Treasure Data

Customer Data Platform (CDP)

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 note

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 note

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 notes

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.

Webhook

Intercom

Intercom 1

Integration

Intercom integration made simple

Intercom 2

Automation

Intercom automation for any use case

Intercom 3

Use cases

Intercom automation for power users

Intercom 4

Power users

Advanced Intercom use cases for any team

Intercom 5

SFDC + more

Dynamic Intercom + Salesforce integrations

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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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How Automation is Changing the Face of Business

Streamline strategic sales with an automated deal desk

Vox Media is on the Tray platform

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

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GDPR compliance for US companies: What you need to know

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

Treasure Data and Intercom integration + automation

Popular Treasure Data and Intercom integrations

Treasure Data and Intercom Connector Details

Treasure Data

Intercom

Tray.io is the leader in low-code automation

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