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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

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Recurly

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Rev.io

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Mindbody

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Pipedrive

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PayPal

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Pipeliner

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Freshsales

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Insightly

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Dynamo

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ConnectWise

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Zoho CRM

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Copper

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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Sales

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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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David Dorman of Digital Ocean works with Tray.io

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Marketing

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PipelineDeals

Customer Relationship Management (CRM)

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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How to close the sales revenue gap

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Finance and Accounting

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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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Product

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ChartMogul

Subscription Management

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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

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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

Resources

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

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Similar connectors to PipelineDeals and ChartMogul

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Tray.io is the leader in low-code automation

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

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

Integrate PipelineDeals and ChartMogul 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 PipelineDeals and ChartMogul and any other API, database, webhook, and more.