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Salesforce

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Microsoft Dynamics 365

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ServiceNow

LivePerson LiveEngage

LivePerson

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

Retention Rocket

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Mindbody

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Pipedrive

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Freshdesk

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Intercom

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Gainsight

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Pipeliner

Freshsale

Freshsales

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Insightly

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Dynamo

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GatherUp

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

Virtuous CRM 1

Integration

Powerful Virtuous CRM integrations

Virtuous CRM 2

Automation

Easy Virtuous CRM automation

Virtuous CRM 3

Use cases

Heavy-duty Virtuous CRM use cases

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

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Virtuous CRM

Customer Relationship Management (CRM)

Create brand

Create group

Create a group membership entry. This links an agent to a group.

Create group membership

Create one or more group membership entries. This links agents to groups. Assigns a maximum of 100 agents to given groups.

Create group memberships (bulk)

Create a link to connect between a Jira issue and a Zendesk ticket.

Create jira link

Create a macro (one or more actions that modify the values of a ticket's fields).

Create macro

Create or update organization

Create organization

Create organization field

Create schedule

Create sla policy

Create an external target to send notifications to with triggers and automations.

Create target

Create ticket

Create ticket field

Create ticket form

Create a trigger (one or more actions performed when a ticket is created or updated).

Create trigger

Create user

Delete ticket tags

Create user field

Create user identity

Create view

Create a new user if the user does not already exist or update an existing user identified by e-mail address or external ID. To create a new user, please provide a name. To update an existing user, please provide either an email address or external ID

Create/update user

Delete group membership

Delete group memberships (bulk)

Delete user field

Delete a link between a Jira issue and a Zendesk ticket.

Delete jira link

Delete ticket form

Delete user identity

Filter articles

Get article

Get article attachment

Imports a ticket to Zendesk from a legacy system. Unlike 'Create ticket', this operation allows you to set system parameters like 'created_at', 'updated_at', and 'solved_at'.

Import ticket

Retrieve a specific article comment from knowledge base.

Get article comment

Get group membership

Get label

Get organization

Get organization custom field

List agents DDL

Get ticket

Get information about a specific ticket audit.

Get ticket audit

Get information about a specific ticket form.

Get ticket form

Get user

List all attachments in a specific article.

List article attachments

List article attachments DDL

List the comments created by a specific user, or all comments made by all users on a specific article.

List article comments

List article comments DDL

Retrieve all labels given to a specific article.

List article labels

Retrieve translations for a specific article.

List article translations

List articles

List assignable group memberships

List the audits linked to a specific ticket.

List audits for a ticket

Retrieve a list of all brands for your account sorted by name.

List brands

List ticket fields

List categories

List categories DDL

List custom user roles

List custom user roles DDL

List the group memberships e.g. list the agents and the groups that they are assigned to.

Virtuous CRM and Zendesk integration + automation

Popular Virtuous CRM and Zendesk integrations

Virtuous CRM and Zendesk Connector Details

Virtuous CRM

Zendesk

Tray.io is the leader in low-code automation

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