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LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

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Make revenue processes more efficient and set your sales team up for success with CRM integrations and powerful automation on the low-code Tray Platform.

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Move a specified property to the recycling bin.

Archive property

Move a specified property group to the recycling bin.

Archive property group

Associate crm objects

Associate a custom object with another object.

Associate custom object

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Create CRM contact

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Create contact list

Create a CRM object with the given properties and return a copy of the object, including the ID.

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Creates and tracks deals in HubSpot. It also allows you to connect HubSpot with an external CRM or other sales management software.

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Define a new object schema, along with custom properties and associations.

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Create property

Create a new property group for an object type.

Create property group

Upsert a marketing event. If there is an existing marketing event with the specified ID, it will be updated; otherwise a new event will be created.

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Record a subscription state between multiple HubSpot contacts and a marketing event, using vids(contact IDs).

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