Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Zendesk Sell

LivePerson LiveEngage

LivePerson

Lever - Icon

Lever

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Agile CRM

Aircall - Icon

Aircall

SalesforceIQ-icon-color

SalesforceIQ

Retention Rocket

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Zendesk

Mindbody - Icon

Mindbody

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

Gainsight - Icon

Gainsight

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Insightly

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Dynamo

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Drift

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Pipeliner

Freshsale

Freshsales

Get conversation

Create customer

Create a new note thread on a conversation

Create note

Delete conversation

List customers

List mailboxes

Retrieve a list of tags used across all mailboxes

List tags

Retrieve a list of threads for a conversation

List threads

List users

Update an existing address for a customer

Update address

Update an existing chat handle for a customer

Update chat

Update an existing conversation. Only one field can be updated at a time.

Update conversation

Update customer

Update email

Update an existing phone number for a customer

Update phone

Update an existing thread. Only thread text can be updated at this time.

Update thread

List conversations

Get customer

Create conversation

Get user

Update an existing social profile for a customer

Update social profile

Update tags

21-9-Hm-3

Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

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Vox Media - Mike Atwood

Customer Success and Support

Help Scout

Currency codes DDL

Delete organization

List deals DDL

Create activity

Create deal

Create organization

Create person

Searches all organizations by their name.

Find organizations by name

Find a list of users by their email address or name.

Find people

Find users

Get activity

Returns details of a specific deal. Note: This also returns some additional fields which are not present when asking for all deals.

Get deal

Get a list of all the pipelines in Pipedrive.

List pipelines

Returns open and won deals, grouped by the defined interval.

Get deals timeline

Returns details of an organization. Note: This also returns some additional fields which are not present when asking for all organizations.

Get organization

Returns details of a person. Note: This also returns some additional fields which are not present when asking for all persons.

Get person

Get pipeline stage

Returns all activities assigned to a specified user. If no user specified, user authenticated on API will be used.

List activities

List activities DDL

List activity types

List activity types DDL

Returns data about all fields deals can have.

List deal fields

List deal fields DDL

List deals

Returns a list of deals associated with a specified person.

List deals associated with a person

List field keys DDL

List filters

List filters DDL

Get a list of all of the deals for an organization.

List organization deals

Returns data about all organization fields.

List organization fields

List pipelines DDL

List organizations

List people

List people DDL

List person fields

Get a list of all the pipeline stages in Pipedrive.

List pipeline stages

List pipeline stages DDL

Get a list of all the users in Pipedrive.

List users DDL

Merge with deal ID

Merge with person ID

Perform search

Performs a search from a specific field's values. Results can be either the distinct values of the field (useful for searching autocomplete field values), or actual items IDs (deals, persons, organizations or products).

Perform search using specific field

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update activity

Update deal

Updates the properties of an organization.

Update organization

Update person

Pipedrive is a CRM & pipeline management tool that helps you focus on actions that matter. By sales pros, for sales pros.

List webhooks

Delete webhook

Create webhook

Webhook

Pipedrive

Subscribe to push notifications from Pipedrive.

On push notification

Pipedrive 1

Integrations

Pipedrive automation for any use case

Pipedrive 2

Automation

Pipedrive 3

Use cases

Heavy-duty Pipedrive use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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

Tray-IO Blog 6

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.

Help Scout and Pipedrive integration + automation

Popular Help Scout and Pipedrive integrations

Help Scout and Pipedrive Connector Details

Help Scout

Pipedrive

Tray.io is the leader in low-code automation

Similar connectors to Help Scout and Pipedrive

Try Tray today and see for yourself. No strings attached.