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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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Intercom unlocks new efficiencies with sales automation

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

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The ultimate guide to automating the entire lead lifecycle

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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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LeadMaster

Customer Relationship Management (CRM)

List users sys ID DDL

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

Raw HTTP request (advanced)

Create user

Deletes the specified record from the specified table.

Delete table record

Delete user

Create incident

Inserts one record in the specified table. Multiple record insertion is not supported by this method.

Create table record

Get incident

Retrieves the ServiceNow instance URL of the currently authenticated user.

Get instance URL

Retrieves the record identified by the specified sys_id from the specified table.

Get table record by ID

Get user by ID

Get user by username

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Retrieve a list of departments for the authenticated instance URL.

List departments

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Retrieves multiple records for the specified table.

List table records

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List user groups

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List users

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Update incident

Updates the specified record with the request body.

Update table record

Update user

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

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

Integrate LeadMaster and ServiceNow 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 LeadMaster and ServiceNow and any other API, database, webhook, and more.