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Dynamo

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Freshsales

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Zoho CRM

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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The ultimate guide to automating the entire lead lifecycle

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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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LeadSquared

Customer Relationship Management (CRM)

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Delete record

SuiteQL is a query language based on the SQL database query language. SuiteQL provides advanced dynamic query capabilities that can be used to access NetSuite records.

Execute SuiteQL (advanced query)

Retrieve a list of records. Execute a raw search query to extract data from NetSuite.

Filter Records (advanced search query)

Retrieve a list of Record types that can be transformed into another record type.

List record types to transform from DDL

Retrieve a list of Record types you that you want transform another record type into.

List record types to transform in DDL

Find records

Retrieve a list of Record IDs associated with the selected Record type.

Find records DDL

Get field for replace DDL

Get record

List only fields that have options, for a given record type.

List field options DDL

List all the available fields for a given record type.

List record fields

Retrieve a list of fields associated with the selected Record type.

List record fields 1st level DDL

List record types

List record types DDL

List writable record fields DDL

Transform a record from one type into an another, using data from an existing record.

Transform record

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Upsert record

List field options

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

Raw HTTP request (advanced)

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Build powerful NetSuite integrations with ease 

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Automate ERP with the NetSuite connector

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Unlock the full potential of the Netsuite API

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Advanced CRM automation for rev ops

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High-impact NetSuite + WebEx use cases

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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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How to close the sales revenue gap

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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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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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

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

Integrate LeadSquared and NetSuite 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 LeadSquared and NetSuite and any other API, database, webhook, and more.