Kaufman Hall and ConnectWise integration + automation
Kaufman Hall and ConnectWise integrations couldn’t be easier with the Tray Platform’s robust Kaufman Hall and ConnectWise connectors, which can connect to any service without the need for separate integration tools.
Popular Kaufman Hall and ConnectWise integrations
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
Operations
Create company, Create contact, Create contact communication, Create opportunity, Create ticket, Delete company, Delete contact, Delete contact communication, Delete opportunity, Get billing termShow all
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.
Tray.io is the leader in low-code automation
Popular Finance and Accounting and Customer Relationship Management (CRM) Connectors
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Connect to anything
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Elastic scalability
Parallel processing
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Trusted
Secure (SOC2 II, GDPR, HIPAA)
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