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Salesforce

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Microsoft Dynamics 365

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Salesforce Pardot

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HubSpot

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ServiceNow

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Klaviyo

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Lever

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Listrak

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Agile CRM

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Act-On

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Acoustic Campaign

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Remarkety

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

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

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

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Automation

Automate your ConnectWise instance

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Use cases

A trusted, scalable ConnectWise solution

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With ERP

 ConnectWise + ERP automation made easy

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Security +

Secure ConnectWise integrations

LEAD-LIFECYCLE

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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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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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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Marketing

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ConnectWise

Customer Relationship Management (CRM)

List sequences

List sequences DDL

List subscriber fields DDL

List tags DDL

Retrieve a list of tags by subscriber ID.

List tags by subscriber

Remove tag

Remove tag by email

Unsubscribe email address from forms and sequences (courses).

Unsubscribe email

Get subscriber

Retrieve the metadata of a subscriber field.

Get subscriber field

Retrieve a list of custom fields for the account.

List custom fields

List forms

List forms DDL

Get purchase

List purchases

Create form subscriber

Add subscriber to a sequence (course) by email.

Create sequence subscriber

Create tag

Returns the name and the primary email address of the current account.

Get current account

Retrieve a list of all subscribers. Can be filtered if required.

List subscribers

Retrieve list of subscriptions by form ID.

List subscriptions by form

Retrieve list of subscriptions by sequence (course) ID.

List subscriptions by sequence

Retrieve list of subscriptions by tag ID.

List subscriptions by tag

List tags

Update subscriber

Convertkit 1

Convertkit integrations made easy

Convertkit 2

Powerful Convertkit automation

Convertkit 3

Convertkit automation for power users

ConvertKit

Marketing Automation Platform (MAP)

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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

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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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Similar connectors to ConnectWise and ConvertKit

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Tray.io is the leader in low-code automation

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

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

Integrate ConnectWise and ConvertKit 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 ConnectWise and ConvertKit and any other API, database, webhook, and more.