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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Lokalise

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Agile CRM

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Samsara

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Aircall

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AccuWeather

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SalesforceIQ

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Mindbody

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Pipedrive

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Google Maps

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Pipeliner

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Freshsales

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Lufthansa

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Dynamo

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Insightly

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Oxford Dictionaries

List custom fields for contacts DDL

Archive a contact using its unique identifier given by Virtuous.

Archive a contact

Create contact

Follow contact by ID

Get contact information using their Virtuous ID

Get contact by ID

Get contact information using a reference source and reference ID. 

Get contact by reference source and reference ID

List types of contact methods DDL

Lists the activity of contacts which are followed by this account.

List activity of contacts followed

List al the contact name prefixes used on this account.

List contact name prefixes

List contact name prefixes DDL

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contacts within proximity of a geocoordinate.

List contact types

List contact types DDL

List custom fields for contact individuals DDL

List all custom fields for contacts on Virtuous.

List custom fields for contacts

List all the contacts which are being followed by this account,

List followed contacts

Find all contacts that match, fully or partially, the given search parameters.

Search contacts 

Toggle the setting of whether the user follows the given contact

Toggle follow contact

Unfollow contact by ID

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

Update contact

Return a list of tags for the specified contact

List tags for contact

Return a list of the current organisation tags

List tags for current organisation

List tags for current organisation DDL

Create a new contact tag for the specified contact.

Create new tag for contact

Virtuous CRM 1

Integration

Powerful Virtuous CRM integrations

Virtuous CRM 2

Automation

Easy Virtuous CRM automation

Virtuous CRM 3

Use cases

Heavy-duty Virtuous CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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.

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Intercom unlocks new efficiencies with sales automation

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

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Sales

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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Virtuous CRM

Customer Relationship Management (CRM)

Get bulk generic flags

Retrieve a single generic flag assignment

Get generic flag assigment

Create/update customers and create subscriptions for the customers.

Import main object

Search for a single or series of generic flag assignments based on search parameters. The result contains a series of generic flag assignment IDs.

Search generic flag assignments

Search for a single or series of generic flags based on search parameters. The result contains a series of generic flag IDs.

Search generic flags

Search for a single or series of notes based on search parameters. The result contains a series of note IDs.

Search note

Search for a single or series of subscriptions based on search parameters. The result contains a series of subscription IDs.

Search subscription

Update flag assignment

Delete flag assignment

Get bulk appointments

Get bulk customers

Retrieve a selection of generic flag assignments.

Get bulk generic flag assignments

Get bulk notes

Get bulk subscriptions

Get customer

Get generic flag

Get note

Get subscription

Search for a single or series of customers based on search parameters. The result contains a series of customer IDs.

Search customer

Create flag assignment

Get appointment

Search for a single or series of appointments based on search parameters. The result contains a series of appointment IDs.

Search appointment

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Travel and hospitality leader positions itself for powerful revenue growth

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

Travel and hospitality leader customer story with Tray.io

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Travel and hospitality leader drives powerful revenue growth

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Vertical

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PestRoutes

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Virtuous CRM and PestRoutes

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Tray.io is the leader in low-code automation

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Virtuous CRM and PestRoutes integrations couldn’t be easier with the Tray Platform’s robust Virtuous CRM and PestRoutes connector, which connects any services without the need for separate integration tools.

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

Integrate Virtuous CRM and PestRoutes with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Virtuous CRM and PestRoutes and any other API, database, webhook, and more.