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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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HubSpot

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Salesforce Pardot

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Lever

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Klaviyo

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Listrak

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Agile CRM

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Remarkety

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Acoustic Campaign

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

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Pipedrive

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

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Powerful Virtuous CRM integrations

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Automation

Easy Virtuous CRM automation

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Heavy-duty Virtuous CRM use cases

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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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The ultimate guide to automating the entire lead lifecycle

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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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Marketing

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Virtuous CRM

Customer Relationship Management (CRM)

Create contact record

Delete contact record

Retrieve an individual contact record by ID

Get contact record

Get a contact record's activity facts and scores.

Get contact record fact and score data

Get list

Get message report

Get a drilldown report for a specific email message

Get message report drilldown

Check whether upsert async contact record upload is complete

Get upsert upload status

Add/remove individual records from multiple subscription category by email address.

Opt in / Opt out email from multiple subscription categories

List all lists

List messages

Get a list of subscriptions listed by category.

List subscription categories

List subscription categories DDL

Get a list of categories that an email address has explicitly opted into.

List subscription category opt ins by email

Get a list of records specifically opted out of a specific category

List subscription opt outs

Add/remove individual contact records from a subscription category by email address

Opt in / Opt out email from subscription category

Update a contact record in a list using its ID

Update contact record

Update an existing record or insert a new contact record using the email address that you specify using the following logic. If the email address exists in the list, only the first record matching that email address is updated with the data you provide. If the email address is not already in the list, a new record is added. Please take note that this means that any duplicate records are NOT updated.

Upsert contact record

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Act-On

Marketing Automation Platform (MAP)

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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

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A strategic platform with solutions for mission critical use cases

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

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

Integrate Virtuous CRM and Act-On 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 Act-On and any other API, database, webhook, and more.