Virtuous CRM and Zendesk integration + automation
Virtuous CRM and Zendesk integrations couldn’t be easier with the Tray Platform’s robust Virtuous CRM and Zendesk connectors, which can connect to any service without the need for separate integration tools.
Popular Virtuous CRM and Zendesk integrations
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
Operations
List custom fields for contacts DDL, Archive a contact, Create contact, Follow contact by ID, Get contact by ID, Get contact by reference source and reference ID, List types of contact methods DDL, List activity of contacts followed, List contact name prefixes, List contact name prefixes DDL
Uses
All
Category
Connector type
Tray Connector
Triggers
On ticket create, Create target, Create trigger, Delete target, Delete target by URL, Delete trigger, Find target by URL, Find trigger by URL, List endpoint, On ticket create or updateShow all
Operations
Add comment to ticket, Count organization members, Create automation, Create brand, Create group, Create group membership, Create group memberships (bulk), Create jira link, Create macro, Create or update organizationShow all
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
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Popular Customer Relationship Management (CRM) and Customer Success and Support Connectors
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The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
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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