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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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LaunchDarkly

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Agile CRM

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Aircall

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Jira

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SalesforceIQ

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WordPress

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FTP Client

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GitLab

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GitHub

FileMaker

Filemaker Pro

Jenkins

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Mindbody

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PagerDuty

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Pipedrive

Panaya

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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Virtuous CRM

Customer Relationship Management (CRM)

List application tables DDL

List table appearing fields DDL

Create record

Create table

Creates a field within a table, including the custom permissions of that field.

Create table field

Delete record(s) in a table based on a query.

Delete records

Download file

Retrieves a list of all the tables that exist in a specific application.

List application tables

Retrieves the list of properties for all fields in a specific table.

List table fields

List table fields DDL

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

Raw HTTP request (advanced)

Pass in a query in the Quick Base query language and return record data with intelligent pagination.

Run query

Update record

Updates the properties and custom permissions of a table field.

Update table field

Quickbase 1

Integrations

Quickbase integrations made easy

Quickbase 2

Powerful + flexible Quickbase automation

Quickbase 3

Robust + sophisticated development at scale

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How to integrate MongoDB

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How to integrate PostgresSQL

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How to integrate Amazon Redshift

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Learn How to Automate Your CSV and Flat File Management

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Quickbase

Developer Tools

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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

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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

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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 Quickbase

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

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

Integrate Virtuous CRM and Quickbase 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 Quickbase and any other API, database, webhook, and more.