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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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Agile CRM

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

Zendesk Sell

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SalesforceIQ

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Ringover

Mindbody - Icon

Mindbody

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Pipedrive

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Pipeliner

Freshsale

Freshsales

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MessageBird

Dynamo - Icon

Dynamo

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Insightly

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Plivo

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ConnectWise

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Zoho CRM

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Copper

Create call comment

Create contact

Create insight card

Delete a recording for a specified call. Warning this action cannot be undone.

Delete call recording

Delete contact

Get call

Retrieve details for a specified contact.

Get contact

Get number

List calls

List contacts

List numbers

List tags

List tags DDL

List teams

Retrieve a list of users on your account.

List users

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

Raw HTTP request (advanced)

Retrieve a list of calls to match the search criteria.

Search calls

Retrieve a list of contacts to match the search criteria.

Search contacts

Update contact

Update number

Update user

Delete webhook

List events DDL

List webhooks

Select one or more events. When these events occur it will trigger another execution of the workflow

Webhook

Aircall

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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create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

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Vox Media - Mike Atwood

Customer Success and Support

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

Aircall - Icon

Telephony

Customer Relationship Management (CRM)

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Get task

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Get user

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Update task

Updates a contact by providing the contact key.

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Aircall and Streak integration + automation

Popular Aircall and Streak integrations

Aircall and Streak Connector Details

Aircall

Streak

Tray.io is the leader in low-code automation

Similar connectors to Aircall and Streak

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