LivePerson LiveEngage

LivePerson

ReSci (Retention Science)

Retention Rocket

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Zendesk

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

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Gainsight

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GatherUp

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Drift

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Ometria

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UserVoice

skilljar

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Totango

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Groove

Help Scout

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Blueshift

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Salesforce

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Microsoft Power BI

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Microsoft Dynamics 365

List all organizations for the authenticated user

List organizations

List organizations DDL

Lists the tags associated with a specific ticket.

List tags in a ticket

List ticket tags

List tickets

List tickets DDL

List tickets by contact

Add comment to ticket

Add tags to ticket

Create call

Create contact

Create ticket

Get call

Get contact history

Get ticket

List accounts

List accounts DDL

List agents

List agents DDL

List contacts

List departments

List departments DDL

List views

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

Raw HTTP request (advanced)

Remove tags from ticket

Search

Search contacts

Search ticket tags

Update call

Update ticket

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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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

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Zoho Desk

The alias method is used to merge two user identities, effectively connecting two sets of user data as one.

Alias identities

Track one or more events to Segment in one batch, to keep API calls efficient.

Batch

Get a single profile’s external ids within a collection using an external_id.

Get Profile External ID's (Alpha)

Get a single profile’s properties within a collection using an external id.

Get Profile Properties (Alpha)

Get a single profile’s events within a collection using an external ID.

Get Profile Events (Alpha)

The group method lets you associate a user with a group, like an account or organization.

Group user

The identify method is how you tie one of your users and their actions to a recognizable userId and traits.

Identify user

The track method is how you record any actions your users perform.

Track event

The page method lets your record whenever a user sees a page of your website.

Track page

Get a single profile’s traits within a collection using an external_id.

Get Profile Traits (Alpha)

Trigger this workflow only when new user aliases are created.

On user alias

Trigger this workflow only when a user is identified.  This usually happens at account creation.

On user identify

Trigger this workflow on every segment event. You can then apply a custom set of filters.

On all messages

Trigger this workflow only when a user performs an action that triggers an event.

On event track

Trigger this workflow only when a new user is added to a group.

On group track

Trigger this workflow only on pageview events.

On page track

Trigger this workflow only when a user sees a new screen on your app.

On screen track

Segment

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

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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?

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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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Customer Data Platform (CDP)

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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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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

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

Integrate Zoho Desk and Segment 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 Zoho Desk and Segment and any other API, database, webhook, and more.

Zoho Desk and Segment integration + automation

Popular Zoho Desk and Segment integrations

Zoho Desk and Segment Connector Details

Zoho Desk

Segment

Tray.io is the leader in low-code automation

Similar connectors to Zoho Desk and Segment

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