Microsoft Dynamics 365 and WordPress integration + automation

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

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

Create entity, Delete entity, List entity type attributes, List entity types, List one to many relationships, List status attribute options, Query entity data, Run fetch XML query (advanced), Get entity, Get user information

Uses

Developers, All

Category

Developer Tools

Connector type

Tray Connector

Triggers

None

Operations

List categories, List categories DDL, List categories meta fields DDL, List comments, List comments meta fields DDL, List pages DDL, List posts, List posts DDL, List posts meta fields DDL, List search results

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021
With the Tray platform you can connect any web service

Easy MS Dynamics 365 + WordPress integrations

Unsilo your revenue data and up-level your website with custom Microsoft Dynamics 365 + WordPress integrations on the low-code Tray Platform. Our platform empowers anyone to rapidly stand up robust integrations that connect your CRM, ERP, content management system (CMS), and any data source in minutes, without extensive IT support. 

Freely flow data and files across any application in your tech stack to unlock robust new CRM, ERP, and CMS use cases. Our platform’s 100% visual builder gives anyone the power to drag-and-drop together integrations that connect any data source, including flat files such as CSVs, FTP, webhooks, email, and any cloud-based tool in your stack, even using data within custom fields. 

But why stop with integrations? Our platform also lets you build custom MS Dynamics 365 + WordPress automation to break down data silos and unify your mission-critical sales, website, and marketing processes. Now, you can stand up processes that drive revenue, supercharge sales productivity, and simplify website content management without relying on manual data entry. Save hours of manual work and align your resources towards more-strategic projects using the Tray Platform.

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Scalable Dynamics + WordPress automation

Need MS Dynamics 365 + WordPress connectors to win more deals by deeply connecting your website and CRM? Using the Tray Platform, you can bi-directionally sync your CRM, ERP, CMS, and any other cloud application, including your marketing automation platform, collaboration tools, e-commerce platform, project management tools, and more. Our platform integrates apps at the API level, meaning you can build workflows that trigger any number of operations in any combination of tools.

Our full library of pre-built connectors, data helpers, and custom logic operators empowers you to build custom Microsoft Dynamics 365 + WordPress automation that meets your specific business needs. Automatically sync any type of web data with records in your CRM and ERP. 

Business users in marketing, sales operations, revenue operations, e-commerce, growth, demand generation, and many other teams across your organization will love building MS Dynamics + WordPress automation that supercharges your marketing website and unifies your lead management processes. Unlock better visibility into your pipeline, close more deals through personalized offers, and streamline your lead lifecycle. With the Tray Platform, the possibilities are endless. 

Tray Embedded enables teams to scale and increase retention

Unlock the full power of Dynamics + WordPress

Power users trust the Tray Platform’s ability to handle business-critical, heavy-duty data jobs that touch billions of records every day. And our elastic, serverless architecture means your workflows scale seamlessly with your data needs.  

Need to streamline your account-based efforts and win more deals by syncing your CRM with website engagement data? Need to use CRM data to personalize landing pages based on your customers’ unique business needs? Need to unlock actionable insights with a 360-degree view of web and revenue team performance? The Tray Platform makes it easy to automate any process by connecting to any data source, including HubSpot, NetSuite, ServiceNow, Slack, ZoomInfo, Office 365, SAP HANA, and more.  

IT and technical experts trust the Tray Platform to handle even their most sensitive business data. We offer enterprise-grade security, including SOC 2 Type 2, and compliance with important data privacy regulations such as GDPR and CCPA.  

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

Resources

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Sales ops best practices

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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.

See Partner Website
Intercom a customer of Tray.io

Intercom unlocks new efficiencies with sales automation

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

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