Salesforce Pardot - Icon

Salesforce Pardot

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HubSpot

LogicMonitor

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Klaviyo

Kazoo HR

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LiveRamp

Lodash-icon-color

Lodash

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Listrak

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LeafLink

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Salesforce Marketing Cloud

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ActiveCampaign

Absorb

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Act-On

aeries

Aeries

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Acoustic Campaign

Grafana

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Remarkety

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Sailthru

Kanban Tool

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Postmates

Fetches an array of all the global fields that exist on organizations.

Get global fields organizations

Deletes an opportunity with a specified opportunity ID.

Delete opportunity

Creates a new field value with the supplied parameters.

Create field value

Creates a new note with the supplied parameters.

Create note

Creates a new opportunity with the supplied parameters.

Create opportunity

Creates a new organization with the supplied parameters.

Create organization

Creates a new person with the supplied parameters.

Create person

Deletes an organization with a specified organization ID.

Delete organization

Deletes a person with a specified person ID.

Delete person

Download an entity file with a specified entity file ID.

Download entity file

Fetch an entity with a specified Entity file ID.

Get entity file

Fetches an array of all the global fields that exist on people and return an array of the global fields that exist on people for your team.

Get global fields persons

Returns all the list entries in the list with the supplied list ID.

Get list entries

Gets the details for a specific note given the existing note ID.

Get note

Fetches an opportunity with a specified opportunity ID.

Get opportunity

Fetches an organization with a specified organization ID.

Get organization

Fetches a person with a specified person ID.

Get person

List all entity files within your organization. The result will be an object with two fields: 'entity_files' and 'next_page_token'. You can set the value of next_page_token to be sent as the query parameter page_token in another request to retrieve the next page of results.

List entity files

Returns all fields based on the parameters provided.

List fields

List fields DDL

Returns a collection of all the lists visible to you.

List lists

List lists DDL

Returns all field values attached to a person, organization, opportunity.

List notes

Searches your team’s data and fetches all the opportunities that meet the search criteria. The search term can be a part of an opportunity’s name.

Search opportunities

Searches your team’s data and fetches all the organizations that meet the search criteria. The search term can be a part of an organization’s name or domain.

Search organizations

Searches your teams data and fetches all the persons that meet the search criteria. The search term can be part of an email address, a first name or a last name.

Search persons

Updates an existing opportunity with opportunity ID with the supplied parameters.

Update opportunity

Updates an existing organization with organization ID with the supplied parameters.

Update organization

Updates an existing person with person_id with the supplied parameters. Only attributes that need to be changed must be passed in.

Update person

Uploads files attached to the entity with the given ID. The file will display on the entity’s profile, provided that the entity is not a person internal to the user’s organization.

Upload entity files

Affinity1

Integrations

Easily integrate Affinity

Affinity2

Automation

Limitless Affinity automation

Affinity3

Use cases

In-depth Affinity automations

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

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Affinity

Contact Management

Add up to 1,000 contacts in your SendGrid database to a list in SendGrid. (Legacy Marketing Campaigns)

Add contacts to list - Legacy

Create a new custom field in your SendGrid account. (New Marketing Campaigns)

Create custom field – New

Create a new list in your SendGrid account. (New Marketing Campaigns)

Create list – New

Create a new segment in your SendGrid account. (New Marketing Campaigns)

Create segment – New

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in SendGrid, the contact in SendGrid will be updated with the new details. (Legacy Marketing Campaigns)

Create/update contacts - Legacy

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in Sendgrid, the contact in SendGrid will be updated with the new details. (New Marketing Campaigns)

Create/update contacts – New

Return data on a specific list by ID. (New Marketing Campaigns)

Get list - New

Get a list of campaigns from your SendGrid account. (Legacy Marketing Campaigns)

List campaigns - Legacy

Retrieve a list of all the categories in your SendGrid account.

List categories

Get a list of contacts (recipients) from your SendGrid account. (Legacy Marketing Campaigns)

List contacts - Legacy

List custom fields DDL

List custom fields new DDL

Get a list of all of the custom fields in your SendGrid account. (New Marketing Campaigns)

List custom fields – New

Get a list of all of the lists in your SendGrid account. (Legacy Marketing Campaigns)

List lists - Legacy

Get a list of all of the lists in your SendGrid account. (New Marketing Campaigns)

List lists - New

List lists new DDL

List reserved fields DDL

List searchable fields DDL

List searchable fields new DDL

Get a list of segments in your SendGrid account. (New Marketing Campaigns)

List segments - New

List templates DDL

List unsubscribe groups DDL

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

Raw HTTP request (advanced)

Search for contacts in your SendGrid account, based on one or more criteria. (Legacy Marketing Campaigns)

Search contacts - Legacy

Send an email to up to 1,000 people via SendGrid.

Send Email

Get a list of contacts (recipients) from your SendGrid account. (New Marketing Campaigns)

List contacts - New

Get a list of all of the custom fields in your SendGrid account. (Legacy Marketing Campaigns)

List custom fields - Legacy

The email service trusted by developers and marketers for time-savings, scalability, and delivery expertise.

Trigger a Tray workflow from webhooks in Sendgrid.

On Webhook

SendGrid

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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Marketing Automation Platform (MAP)

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Product - Experiences

Product - Capabilities

Product - Platform Features

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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

Affinity and SendGrid integration + automation

Popular Affinity and SendGrid integrations

Affinity and SendGrid Connector Details

Affinity

SendGrid

Tray.io is the leader in low-code automation

Similar connectors to Affinity and SendGrid

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.