List countries DDL, List currencies DDL, List custom fields DDL, List invoice delivery methods DDL, Create company, Create company type, Create company type association, Create contact, Create invoice, List billing setups DDLShow all
Archive property, Archive property group, Associate crm objects, Associate custom object, Cancel marketing event (beta), Create CRM contact, Create blog post, Create company, Create contact, Create contact listShow all
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Take full control of your CRM and IT management data with custom ConnectWise + HubSpot integrations on the Tray Platform. Our low-code platform empowers you to rapidly stand up robust integrations, without relying on IT. Unsilo your go-to applications and bi-directionally sync any tool in minutes.
Need ConnectWise + HubSpot connectors? Use our API-level integrations to deeply connect any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Seamlessly flow your IT management and CRM data wherever you need to save hours of manual work and refocus on high-level strategy.
Beyond integrations, our platform also lets you craft game-changing, multi-step automation to unlock actionable insights that drive sales efficiency and productivity. Build automated workflows to streamline all of your mission-critical sales, marketing, and IT management processes.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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