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Microsoft Dynamics 365

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ServiceNow

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Koncert

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Agile CRM

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Zoho CRM

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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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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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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LeadMaster

Customer Relationship Management (CRM)

Fetches a list of the tags used for a team.

List tags

List tags DDL

List tags values DDL

Retrieves multiple task records. The records can be filtered, paged, and sorted according to the respective parameters.

List tasks

List tasks DDL

List unlinked call data records DDL

Returns a list of users associated with your team.

List users

List users DDL

List users filter owners DDL

List users guid DDL

List users role ID DDL

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

Raw HTTP request (advanced)

Update account

Update bulk job

Update a custom field. (This invalidates the old custom field ID).

Update custom field

Update import

Update note

Update person

Update person stage

Upsert person

Get import

List bulk jobs DDL

List call dispositions DDL

Create account

Create bulk job

Creates job data for the specified bulk job.

Create bulk job data

Adds a person to a cadence. A person cannot be added to a cadence on behalf of a teammate unless the cadence is a team cadence, or the cadence is owned by the teammate.

Create cadence membership

Creates a call. The parameters of this endpoint can be used to create an action and ensure that the CRM Task is mapped correctly.

Create call

Create custom field

Create import

Delete custom field

Create note

Creates a person. Either email address or phone/last_name must be provided as a unique lookup on the team.

Create person

Create person stage

Create task

Deletes an account. This operation is not reversible without contacting SalesLoft support.

Delete account

Delete cadence membership

Deletes an import, by ID only. The associated people can be deleted as part of the deletion process.

Delete import

Delete note

Delete person

Delete person stage

Get account

Get bulk job

List groups DDL

Get cadence

Returns information about a cadence membership.

Get cadence membership

Get call

Returns information about a custom field.

Get custom field

Get email

Get note

Get person

Get person stage

Get step

Get task

Get user

List CRM activities

Lists multiple CRM activity field records.

List CRM activity fields

Returns a list of available account stages.

List account stages

List account stages DDL

List account stages filter DDL

Returns a list of available account tiers.

List account tiers

List account tiers DDL

List accounts

List accounts DDL

List accounts or people DDL

Lists multiple action records. If the requesters is not an admin, this endpoint will only return actions belonging to the requester. If the requester is an admin, this endpoint will return actions for the entire team. Additionally, an admin may use the user GUID parameter to request actions that belong to specific users on the team.

List actions

List actions DDL

Retrieves multiple job data records for a completed bulk job.

List bulk job results

List cadence memberships

List cadence memberships DDL

List cadences

List cadences DDL

List call data records

List call data records DDL

List call dispositions

List call sentiments

List call sentiments DDL

Returns a possible caller ID match for the number. Multiple entries may be returned if the phone number is present on more than one person in the system. Phone number should be in E.164 format.

LeadMaster and Salesloft integration + automation

Popular LeadMaster and Salesloft integrations

LeadMaster and Salesloft Connector Details

LeadMaster

Salesloft

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