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Recurly

Rev.io - Icon

Rev.io

PayPal - Icon

PayPal

PersistIQ-icon-color

PersistIQ

Velocify-icon-color

Velocify

CallRail - Icon

CallRail

Chargify - Icon

Chargify

Buffer - Icon

Buffer

Salesforce-icon-color

Salesforce

Microsoft PowerBI - Icon

Microsoft Power BI

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

ServiceNow - Icon

ServiceNow

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HubSpot

Salesforce Pardot - Icon

Salesforce Pardot

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Microsoft Sharepoint

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Asana

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Microsoft Office 365

We have to use this b/c they don't want us using their logo

ADP Generic

ADP Workforce Now

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Looker

Creates invoices for a given API customer.

Create invoices

Cancels a subscription that was generated from an imported invoice.

Cancel subscription

Creates a plan in ChartMogul under the specified data source.

Create plan

Creates a customer in ChartMogul under the specified data source.

Create customer

Adds custom attributes to a given customer.

Create customer attributes

Adds custom attributes to customers that have the specified email address.

Create customer attributes with email

Adds tags to customers that have the specified email address.

Create customer tags with email

Creates a transaction in ChartMogul under the specified data source.

Create transaction

Delete a customer from your Chartmogul account.

Delete customer

Deletes the specified invoice object and all its associated data.

Delete invoice

Retrieves the Monthly Recurring Revenue (MRR), for the specified time period.

Get MMR

Retrieves a customer from your ChartMogul account.

Get customer

Retrieves a data source object from your ChartMogul account.

Get data source

Retrieves an invoice object from your ChartMogul account.

Get invoice

Retrieves a plan from your ChartMogul account.

Get plan

Returns a list of activities for a given customer.

List customer activities

Return a list of custom attributes for a given customer.

List customer attributes

Returns a list of invoice objects created using the API for a given customer.

List customer invoices

Retrieves subscriptions of a given customer.

List customer subscriptions

Returns a list of all customer in your ChartMogul account.

List customers

Returns a list of invoices created using the API in your ChartMogul account.

List invoices

Returns a list of plans in your ChartMogul account.

List plans

Removes custom attributes from a given customer.

Remove custom attributes

Returns a list of all customer objects with the specified email address in your ChartMogul account.

Search customers

Updates a customer in ChartMogul under the specified data source.

Update customer

Updates the custom attributes of a given customer.

Update customer attributes

Create customer tags

List customers DDL

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

Raw HTTP request (advanced)

Remove tags

Updates a plan object in your ChartMogul account.

Update plan

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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sales-operations-best-practices

How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

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

BLOG - Hot Topic

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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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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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Brett Schuenemann - Copper

Copper - Brett Schuenemann

Product

ChartMogul - Icon

ChartMogul

Subscription Management

Retrieve the daily activity of multiple users within the Gong system for a range of dates.

List daily activity

Create custom engagement events in Gong and display them as events in Gong’s activity timeline, when a content is engaged by an external participant.

Create content action

Retrieve all references to an email address.

List email references

Create engagement events in Gong when a Gong user shares content with external participants.

Create content shared

Create engagement events in Gong and display them as events in Gong’s activity timeline, when a content is viewed by an external participant.

Create content viewed

Create new call

Get call data

Lists the activity of multiple users within the Gong system during a defined period. Given the period, this endpoint returns multiple records, one for each user, with an applicable activity during the period. Each record includes statistics about the user's activity.

List activity for users

Lists the aggregated activity of multiple users within the Gong system for each time period within the defined date range. 

List activity for users by date range

Retrieve all the answers for the scorecards that were reviewed during a specified date range, for calls that took place during a specified date range, for specific scorecards or for specific reviewed users. 

List answered scorecards

Retrieve interaction stats for users based on calls that have Whisper turned on.

List interaction stats

Retrieve details of any leads or contacts with chosen phone number and their associated calls and email messages.

List phone references

Retrieve all the scorecards within the Gong system.

List scorecards details

List users by filter

Retrieve detailed call data for calls that took place during a specified date range and have specified call IDs.

List call data by date or call IDs

List calls that took place during a specified date range.

List call data

List users DDL

List users

Get user

Get user history

Lists the transcripts of calls that took place during a specified date range and have specified call IDs.

Lists transcripts of calls

Gong.io 1

Integrations

Quick + seamless Gong.io integrations

Gong.io 2

Automation

Automate Gong.io to drive higher win rates

Gong.io 3

Use cases

Scalable Gong.io integration and automation

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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.

ChartMogul and Gong.io integration + automation

Popular ChartMogul and Gong.io integrations

ChartMogul and Gong.io Connector Details

ChartMogul

Gong.io

Tray.io is the leader in low-code automation

Similar connectors to ChartMogul and Gong.io

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