ChartMogul and Freshsales integration + automation

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

ChartMogul and Freshsales Connector Details

ChartMogul - Icon

ChartMogul

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UsesFinance and Accounting, Marketing, Product
CategorySubscription Management
Connector TypeTray Connector
Operations
Create invoicesCancel subscriptionCreate planCreate customerCreate customer attributesCreate customer attributes with emailCreate customer tags with emailCreate transactionDelete customerDelete invoiceGet MMRGet customerand 6 more...
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Freshsale

Freshsales

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete sales activityUpdate sales accountDelete leadCreate contactCreate cti phone callCreate leadDelete sales accountCreate manual callCreate sales accountCreate sales activityDelete contactFiltered searchand 2 more...
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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