Microsoft Dynamics 365 and Zoom integration + automation

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

Popular Microsoft Dynamics 365 and Zoom integrations

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

Create entity, Delete entity, Get entity, Get user information, List status attribute options, List entities, List entities (raw filter), List entity type attributes, List entity types, List one to many relationships

Uses

All

Category

Collaboration

Connector type

Tray Connector

Triggers

WebhookShow all

Operations

WebhookShow all

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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

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With the Tray platform you can connect any web service

Quick MS Dynamics 365 + Zoom integrations

Drive more leads, lift conversion rates, and supercharge your virtual events with custom Microsoft Dynamics 365 + Zoom integrations on the low-code Tray Platform. With our platform, you can connect Microsoft Dynamics, Zoom, and any other data source you need to take full control of your revenue data. Our visual, drag-and-drop interface makes it easy for anyone to build integrations in minutes—no IT resources required. 

Now, you can sync data bi-directionally between Microsoft Dynamics, Zoom, and anywhere else. We can connect to any data source, including flat files (such as CSVs), FTP, webhooks, email, databases, and all of your essential cloud-based tools (even using data within custom fields). 

And why stop with custom Dynamics + Zoom integrations? The Tray Platform also empowers you to stand up powerful, multi-step automated workflows. With Dynamics + Zoom automation, you can follow up with leads faster, book more meetings, and automate many routine administrative processes. Spend less time manually entering data in each tool and more time on strategic, high-level work such as delivering more-personalized customer experiences. 

Easy Dynamics + Zoom automation

Business users in data analytics, revenue operations, sales, sales operations, marketing, or any other team in your organization can use the Tray Platform to automate Zoom + MS Dynamics. It’s never been easier to flow data across all of your favorite systems and generate actionable, predictive insights that inform and drive business decisions. 

Need powerful Zoom + Microsoft Dynamics connectors? Not only can you deeply integrate Zoom + Microsoft Dynamics, but you can flow data across any other application in your tech stack, including data warehouses, marketing automation platforms, ERPs, project management tools, and more. Plus, our library of pre-built connectors, logic-based operators, and data helpers ensures that you can build custom workflows that meet your exact needs. 

Connect to Microsoft Dynamics 365 + Zoom at the API level to pipe data from any source to unlock wide-reaching insights, import webinar leads to trigger CRM actions, and massively boost sales and marketing productivity with easily scalable processes that get bonafide results.

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Heavy-duty Zoom + Dynamics use cases

Power users trust the Tray Platform to handle business-critical, heavy-duty data jobs that touch billions of records every day. Plus, our elastic, serverless architecture ensures you won’t waste resources scaling your Zoom + Dynamics workflows as your data needs change. 

Need to seamlessly scale your sales pipeline, sync contact data, and manage deal flows? Need to turn your deal desk into a well-oiled machine via robust insights from webinar leads and registrants? Need to generate more-actionable insights around things such as sales territories and virtual agents? Need to boost sales meeting attendance rates by tracking no-shows? Need to personalize outreach with engagement data from your virtual events? The Tray Platform makes it easy to automate any process by connecting any data source, including Jira, ServiceNow, ZoomInfo, Office 365, SAP HANA, and more.  

We’ve made enterprise-grade security a top priority for the Tray Platform. We’re SOC 2 Type 2-certified and compliant with data privacy regulations such as GDPR, CCPA, and HIPAA. 

Popular Customer Relationship Management (CRM) and Collaboration Connectors

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