Microsoft Dynamics 365 + SalesLoft
Integration + Automation

Get the specs

Microsoft Dynamics 365
+
SalesLoft

Microsoft Dynamics 365 and SalesLoft Solutions

Uses

Marketing, Sales

Business professionals that want to integrate Microsoft Dynamics 365 with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Microsoft Dynamics 365 support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Microsoft Dynamics 365

Microsoft Dynamics 365

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

SalesLoft

SalesLoft

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Call dispositions DDL

Call sentiments DDL

Create account

Create cadence membership

Create call

Popular Use Cases

Marketo logo
MicrosoftDynamics365 logo

Auto-refresh records in Marketo and Microsoft Dynamics 365

Segment logo
Eloqua logo
MicrosoftDynamics365 logo

Lead attribution with customer data + Eloqua + Dynamics

Zendesk logo
MicrosoftDynamics365 logo

Make CS handoffs seamless by connecting Zendesk + Dynamics

MicrosoftDynamics365 logo
Zendesk logo

Beat Dynamics SLAs by auto-prioritizing your Zendesk queue

Segment logo
Eloqua logo
MicrosoftDynamics365 logo

Prioritize leads with custom scoring in Eloqua + Dynamics

Segment logo
Zendesk logo
MicrosoftDynamics365 logo

Track + auto-update records in Segment, Zendesk + Dynamics

Eloqua logo
MicrosoftDynamics365 logo

Auto-refresh records in Eloqua and Microsoft Dynamics 365

Marketo logo
MicrosoftDynamics365 logo

Instantly auto-upload leads in Marketo + Dynamics

Eloqua logo
MicrosoftDynamics365 logo

Instantly auto-upload leads in Eloqua + Dynamics

Segment logo
Marketo logo
MicrosoftDynamics365 logo

Prioritize leads with custom scoring in Marketo + Dynamics

Segment logo
Marketo logo
MicrosoftDynamics365 logo

Lead attribution with customer data + Marketo + Dynamics

MicrosoftDynamics365 logo
Google_BigQuery logo
Segment logo

Personalize the customer journey in BigQuery + Dynamics

MicrosoftDynamics365 logo
Redshift logo
Segment logo

Personalize the customer journey in Redshift + Dynamics

Segment logo
Eloqua logo
MicrosoftDynamics365 logo

Scale engagement + personalization in Eloqua + Dynamics

Segment logo
Marketo logo
MicrosoftDynamics365 logo

Scale engagement + personalization in Marketo + Dynamics

Google_BigQuery logo
MicrosoftDynamics365 logo

Rapidly ETL data between BigQuery + Dynamics + any source

Marketo logo
MicrosoftDynamics365 logo

Follow up fast with auto-enriched Marketo + Dynamics leads

Redshift logo
MicrosoftDynamics365 logo

Rapidly ETL data between Redshift + Dynamics + any source

Google_BigQuery logo
MicrosoftDynamics365 logo

Bidirectionally sync data in BigQuery + Dynamics

Redshift logo
MicrosoftDynamics365 logo

Bidirectionally sync data in Redshift + Dynamics

MicrosoftDynamics365 logo
Redshift logo

Get a full view of analytics in Dynamics + Redshift + BI

MicrosoftDynamics365 logo
Google_BigQuery logo

Get a full view of analytics in Dynamics + BigQuery + BI

Eloqua logo
MicrosoftDynamics365 logo

Win more with auto-routing leads in Eloqua + Dynamics

Marketo logo
MicrosoftDynamics365 logo

Win more with auto-routing leads in Marketo + Dynamics

Zendesk logo
MicrosoftDynamics365 logo
Stripe logo

Segment customer accounts by value in Zendesk + Dynamics

Eloqua logo
MicrosoftDynamics365 logo

Follow up fast with auto-enriched Eloqua + Dynamics leads

Marketo logo
MicrosoftDynamics365 logo

Auto-match leads to accounts in Marketo + Dynamics

MicrosoftDynamics365 logo
Google_BigQuery logo

Get real-time sales metrics in Dynamics + BigQuery

MicrosoftDynamics365 logo
Google_BigQuery logo
Segment logo

Auto-detect upsells with BigQuery + Dynamics

MicrosoftDynamics365 logo
Redshift logo

Prevent churn with data in Dynamics + Redshift

MicrosoftDynamics365 logo
Redshift logo
Segment logo

Auto-detect upsells with Redshift + Dynamics

MicrosoftDynamics365 logo
Redshift logo

Get real-time sales metrics in Dynamics + Redshift

Eloqua logo
MicrosoftDynamics365 logo

Auto-match leads to accounts in Eloqua + Dynamics

What would you like to connect?