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Salesforce Pardot

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HubSpot

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Lexoffice

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Klaviyo

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Listrak

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QuickBooks Online

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Salesforce Marketing Cloud

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ActiveCampaign

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Sage Intacct

2Checkout

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Adaptive Insights

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Act-On

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Sage 300

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Acoustic Campaign

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Remarkety

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Marketo

MailChimp

Mailchimp

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Stripe

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Pigment

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PortaBilling

Add up to 1,000 contacts in your SendGrid database to a list in SendGrid. (Legacy Marketing Campaigns)

Add contacts to list - Legacy

Create a new custom field in your SendGrid account. (New Marketing Campaigns)

Create custom field – New

Create a new list in your SendGrid account. (New Marketing Campaigns)

Create list – New

Create a new segment in your SendGrid account. (New Marketing Campaigns)

Create segment – New

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in SendGrid, the contact in SendGrid will be updated with the new details. (Legacy Marketing Campaigns)

Create/update contacts - Legacy

Create or update contacts in your SendGrid contacts database. If one of the contacts you specify is different to the existing contact in Sendgrid, the contact in SendGrid will be updated with the new details. (New Marketing Campaigns)

Create/update contacts – New

Return data on a specific list by ID. (New Marketing Campaigns)

Get list - New

Get a list of campaigns from your SendGrid account. (Legacy Marketing Campaigns)

List campaigns - Legacy

Retrieve a list of all the categories in your SendGrid account.

List categories

Get a list of contacts (recipients) from your SendGrid account. (Legacy Marketing Campaigns)

List contacts - Legacy

List custom fields DDL

List custom fields new DDL

Get a list of all of the custom fields in your SendGrid account. (New Marketing Campaigns)

List custom fields – New

Get a list of all of the lists in your SendGrid account. (Legacy Marketing Campaigns)

List lists - Legacy

Get a list of all of the lists in your SendGrid account. (New Marketing Campaigns)

List lists - New

List lists DDL

List lists new DDL

List reserved fields DDL

List searchable fields DDL

List searchable fields new DDL

Get a list of segments in your SendGrid account. (New Marketing Campaigns)

List segments - New

List templates DDL

List unsubscribe groups DDL

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

Raw HTTP request (advanced)

Search for contacts in your SendGrid account, based on one or more criteria. (Legacy Marketing Campaigns)

Search contacts - Legacy

Send an email to up to 1,000 people via SendGrid.

Send Email

Get a list of contacts (recipients) from your SendGrid account. (New Marketing Campaigns)

List contacts - New

Get a list of all of the custom fields in your SendGrid account. (Legacy Marketing Campaigns)

List custom fields - Legacy

The email service trusted by developers and marketers for time-savings, scalability, and delivery expertise.

Trigger a Tray workflow from webhooks in Sendgrid.

On Webhook

SendGrid

Tray-IO Blog 6

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

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

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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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Marketing Automation Platform (MAP)

This only removes private content. Default content and the import data source model object remain.

Delete uploaded file

You can download files that were uploaded or download files after carrying out an export.

Download file

Get deletion task status

Get the metadata for an export definition.

Get export metadata

Get export task status

Get the metadata for an import definition.

Get import metadata

Get import task status

Retrieves the model with the given model ID.

Get model

Get process task status

List the deletion actions for a given model.

List deletion actions

List deletion actions DDL

Gets the list of running process tasks. Any completed tasks are not listed.

List deletion tasks

List exports

List exports DDL

List files

List files DDL

Gets the list of running import tasks. Any completed tasks are not listed.

List import tasks

List imports

List imports DDL

List models

List models DDL

List process tasks

List processes

List processes DDL

List workspace models

List workspace models DDL

List workspaces

List workspaces DDL

Start deletion

Start export

Start import

Start process

Upload a file. To upload a file with the API in Anaplan, it must first exist in Anaplan. If not, use the Anaplan interface for the initial upload. Afterward, you can use the API for subsequent uploads. 

Upload file

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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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Anaplan

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Product - Platform Features

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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

SendGrid and Anaplan integration + automation

Popular SendGrid and Anaplan integrations

SendGrid and Anaplan Connector Details

SendGrid

Anaplan

Tray.io is the leader in low-code automation

Similar connectors to SendGrid and Anaplan

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