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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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HubSpot

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Salesforce Pardot

Zendesk Sell

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Lever

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Klaviyo

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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

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Remarkety

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Acoustic Campaign

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

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

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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?

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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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Marketing

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Marketing Automation Platform (MAP)

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

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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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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SugarCRM

Customer Relationship Management (CRM)

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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 SugarCRM integration + automation

Popular SendGrid and SugarCRM integrations

SendGrid and SugarCRM Connector Details

SendGrid

SugarCRM

Tray.io is the leader in low-code automation

Similar connectors to SendGrid and SugarCRM

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