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Microsoft Dynamics 365 + SalesLoft
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
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.
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Integrate with any app with our unique Universal Connector
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Easily use our drag-and-drop workflow builder
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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.
Microsoft Dynamics 365
Connection Type
Tray Toolkit
Triggers
Manual
Scheduled
Webhook
Operations
Get
List
Save
SalesLoft
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Call dispositions DDL
Call sentiments DDL
Create account
Create cadence membership
Create call
Popular Use Cases
Auto-refresh records in Marketo and Microsoft Dynamics 365
Lead attribution with customer data + Eloqua + Dynamics
Make CS handoffs seamless by connecting Zendesk + Dynamics
Beat Dynamics SLAs by auto-prioritizing your Zendesk queue
Prioritize leads with custom scoring in Eloqua + Dynamics
Track + auto-update records in Segment, Zendesk + Dynamics
Auto-refresh records in Eloqua and Microsoft Dynamics 365
Instantly auto-upload leads in Marketo + Dynamics
Instantly auto-upload leads in Eloqua + Dynamics
Prioritize leads with custom scoring in Marketo + Dynamics
Lead attribution with customer data + Marketo + Dynamics
Personalize the customer journey in BigQuery + Dynamics
Personalize the customer journey in Redshift + Dynamics
Scale engagement + personalization in Eloqua + Dynamics
Scale engagement + personalization in Marketo + Dynamics
Rapidly ETL data between BigQuery + Dynamics + any source
Follow up fast with auto-enriched Marketo + Dynamics leads
Rapidly ETL data between Redshift + Dynamics + any source
Bidirectionally sync data in BigQuery + Dynamics
Bidirectionally sync data in Redshift + Dynamics
Get a full view of analytics in Dynamics + Redshift + BI
Get a full view of analytics in Dynamics + BigQuery + BI
Win more with auto-routing leads in Eloqua + Dynamics
Win more with auto-routing leads in Marketo + Dynamics
Segment customer accounts by value in Zendesk + Dynamics
Follow up fast with auto-enriched Eloqua + Dynamics leads
Auto-match leads to accounts in Marketo + Dynamics
Get real-time sales metrics in Dynamics + BigQuery
Auto-detect upsells with BigQuery + Dynamics
Prevent churn with data in Dynamics + Redshift
Auto-detect upsells with Redshift + Dynamics
Get real-time sales metrics in Dynamics + Redshift
Auto-match leads to accounts in Eloqua + Dynamics
