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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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Lever

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Agile CRM

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Aircall

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SalesforceIQ

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Mindbody

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Pipedrive

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Insightly

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Dynamo

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Pipeliner

Freshsale

Freshsales

Fastpath

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Zoho CRM

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Copper

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Streak

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SugarCRM

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Virtuous CRM

Add a single contact to a campaign sequence.

Add contact to campaign sequence

Apply a tag or collection of tags to a contact.

Apply tags to contact

Create a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create contact

Creates or updates a new contact. Some outputs will not be included in the response, in order to view these run a Get contact operation and include the desired fields in the optional properties field.

Create or update contact

Delete contact

Get campaign

Get contact

Get the custom fields and optional properties for the Contact object.

Get contact model

Get tag

List campaigns

List contacts

List tagged contacts

List tags

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

Raw HTTP Request (Advanced)

Remove a single contact from a campaign sequence.

Remove contact from campaign sequence

Remove tags or collection of tags from a contact.

Remove tags from contact

Update contact

List hook event types

Delete hook

Find hook by public URL

List hooks

Webhook

Verify hook subscription

Infusionsoft

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

Customer Relationship Management (CRM)

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

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

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

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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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ConnectWise

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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

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Infusionsoft and ConnectWise

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

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

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