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Salesforce

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Microsoft Dynamics 365

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Salesforce Pardot

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HubSpot

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ServiceNow

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Klaviyo

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Lever

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Listrak

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Agile CRM

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Act-On

Zendesk Sell

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Acoustic Campaign

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Remarkety

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SalesforceIQ

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Mindbody

MailChimp

Mailchimp

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Pipedrive

Removes a relationship based on 'LHS (left-hand side) sync_key' and 'RHS (right-hand side) sync_key'. If both the LHS and RHS records can be found with the sync_keys, and those records are related, then remove the relationship of the RHS record to the LHS record.

Delete relationship by sync_key field

List link names DDL

List records

List modules DDL

Run a sequence of API requests in one query. The requests are executed sequentially and their results are returned as one response.

Bulk request

Count the number of Accounts in your SugarCRM account. Optionally apply filters to count only specific records.

Count accounts

Count the number of Contacts in your SugarCRM account. Optionally apply filters to count only specific records.

Count contacts

Count the number of Employees in your SugarCRM account. Optionally apply filters to count only specific records.

Count employees

Count the number of Opportunities in your SugarCRM account. Optionally apply filters to count only specific records.

Count opportunities

Creates an email in your SugarCRM account.

Create email

Creates a new email address in your SugarCRM account.

Create email address

Create a new lead in your SugarCRM account.

Create lead

Upserts based on 'sync_key field'. It updates a record if it can be found by the 'sync_key field'. If the record does not exist, then creates it.

Create or update record by sync_key field

Create record

Create a relationship to a pre-existing record.

Create relationship

Creates a relationship based on 'LHS (left-hand side) sync_key field' and 'RHS (right-hand side) sync_key field'. If both the LHS and RHS records can be found with the respective sync_keys, then relate the RHS record to the LHS record.

Create relationship by sync_key fields

Delete record

Deletes the record with the given sync_key value

Delete record by sync_key field

Delete an existing relationship between two records.

Delete relationship

Retrieve the count of records that have been filtered.

Get filtered records count

Retrieve a list of related records by filter.

Get filtered related records count

Get record

Retrieves the record with the given sync_key value.

Get record by sync_key field

Retrieve a related record with relationship role information.

Get related record

Link call to contacts

List filtered related records

Retrieve a list of application labels for a specific language.

List labels by language

List link fields DDL

List link sync key fields DDL

List module fields DDL

Retrieve a list of recipients that match the search term.

List recipients

List records DDL

List related records

List sync key fields DDL

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

Raw HTTP request (advanced)

Updates an email in your SugarCRM account. Used for updating an archived email, updating a draft to send later, or sending a draft.

Update email

Update record

Update record sync_key

Upload file

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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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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Marketing

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SugarCRM

Customer Relationship Management (CRM)

Add leads to static list

Delete static list

Approves the current draft of the type, and makes it the live version. This will delete the current live version of the type.

Approve custom activity type

Checks if leads are members of a given static list

Check lead list membership

Clone program

Creates and queues a bulk export activities job. Once completed, you can download the file as a CSV using the "Download Bulk Export Activities Job File" operation.

Create bulk export activities job

Get static lists DDL

Creates and queues a bulk export leads job. Once completed, you can download the file as a CSV using the "Download Bulk Export Leads Job File" operation.

Create bulk export leads job

Creates and queues a bulk export program members job. Once completed, you can download the file as a CSV using the "Download Bulk Export Program Members Job File" operation.

Create bulk export program members job

Creates and queues a bulk import custom object job.

Create bulk import custom object job

Creates and queues a bulk import leads job. You can poll the status of the import using the Get import lead status operation.

Create bulk import leads job

List custom object filter types DDL

This API is used to add custom activity for multiple leads. A maximum of 300 activity records can be submitted at a time.

Create custom activities

Creates a new custom activity type draft in the target instance.

Create custom activity type

Adds activity attributes to the target type. These are added to the draft version of the type.

Create custom activity type attributes

Create static list

List custom object type fields DDL

Create or update a list of companies in Marketo.

Create/update multiple companies

Create or update custom object data in Marketo.

Create/update multiple custom objects

Create or update a list of leads in Marketo.

Create/update multiple leads

Create or update a list of opportunities in Marketo.

Create/update multiple opportunities

Create or update a list of opportunity roles in Marketo.

Create/update multiple opportunity roles

Create or update a list of sales persons in Marketo.

Create/update multiple sales persons

Creates or updates a token in the parent folder.

Create/update token

Delete multiple companies for a given criteria.

Delete companies

Deletes the target custom activity type. The type must first be removed from use by any assets, such as triggers or filters.

Delete custom activity type

Delete a pending user. A pending user is a user that has not yet accepted an invitation.

Delete invited user

Delete leads

Removes a given set of person records from a target static list.

Delete leads from static list

Delete multiple opportunities for a given criteria.

Delete opportunities

Delete multiple opportunity roles for a given criteria.

Delete opportunity roles

Delete multiple sales persons for a given criteria.

Delete sales persons

List programs DDL

Returns metadata for a specific custom activity type.

Describe custom activity type

Get full details about an object type in Marketo.

Describe object

Downloads the CSV file that was exported as part of a bulk activities export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export activities job file

Downloads the CSV file that was exported as part of a bulk lead export job, using the export ID. NOTE: this will only work for jobs that have completed.

SugarCRM and Marketo integration + automation

Popular SugarCRM and Marketo integrations

SugarCRM and Marketo Connector Details

SugarCRM

Marketo

Tray.io is the leader in low-code automation

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