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Salesforce

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ServiceNow

LivePerson LiveEngage

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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Freshsales

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Dynamo

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Insightly

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GatherUp

Run queries against entity data (uses FetchXML query strings). Enables more advanced operations such as aggregation of data e.g sum, count, max, etc.

Query entity data

Create an entity of any type in your Microsoft Dynamics 365 account.

Create entity

Delete an entity of any type in your Microsoft Dynamics 365 account.

Delete entity

Get an entity of any type from your Microsoft Dynamics 365 account.

Get entity

Retrieves stored information about the user.

Get user information

Get a list of entities from your Microsoft Dynamics 365 account.

List entities

Get a list of entities from your Microsoft Dynamics 365 account and filter them with a user defined query.

List entities (raw filter)

List entity set attributes DDL

List entity sets DDL

List entity type attributes

List entity type attributes DDL

List entity types in Microsoft Dynamics 365

List entity types

List entity types DDL

List one to many relationships

List party navigation property names DDL

Get a list of possible options for a dropdown attribute, such as lead status.

List status attribute options

Run a raw fetch XML query against the Dynamics instance.

Run fetch XML query (advanced)

Update an entity of any type in your Microsoft Dynamics 365 account.

Update entity

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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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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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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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Customer Relationship Management (CRM)

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Curb customer churn with preemptive workflows

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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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Helpshift

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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Microsoft Dynamics 365 and Helpshift integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Helpshift connector, which connects any services without the need for separate integration tools.

Microsoft Dynamics 365 and Helpshift integrations couldn’t be easier with the Tray Platform’s robust Microsoft Dynamics 365 and Helpshift connectors, which can connect to any service without the need for separate integration tools.

Integrate Microsoft Dynamics 365 and Helpshift 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 Microsoft Dynamics 365 and Helpshift and any other API, database, webhook, and more.

Microsoft Dynamics 365 and Helpshift integration + automation

Popular Microsoft Dynamics 365 and Helpshift integrations

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Microsoft Dynamics 365

Helpshift

Tray.io is the leader in low-code automation

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