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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Kazoo HR

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Lever

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LiveRamp

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Lodash

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LeafLink

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Agile CRM

Absorb

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Aircall

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Affinity

Zendesk Sell

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Aeries

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SalesforceIQ

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Sailthru

Kanban Tool

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Postmates

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

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

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

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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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Marketing

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SugarCRM

Customer Relationship Management (CRM)

Creates a new site under the specified project id.

Create site

List projects

Deletes multiple keywords with the specified ids.

Delete multiple keywords

List sites DDL

Delete keywords

Returns all rankings archived for specified keyword and date range. Each response contains a maximum of 30 days.

List rankings

Returns the SOV score for each competitor domain that appears on the SERP. The score is calculated on each domain for all the keywords in the site specified.

List SOV site score

Returns the SOV score for each competitor domain that appears on the SERP. The score is calculated on each domain for all the keywords in the tag specified.

List SOV tags score

Displays the user and API key information for all subaccounts for a given admin user.

List subaccounts

Update project

Creates a new keyword. Multiple keywords can be separated by commas.

Create keywords

Returns all keywords saved under the specified site.

List keywords

Returns the competitor domains most frequently in the top 10 for the site specified for the engine specified.

List site more frequent domain

This request updates a site under the specified id.

Update site

Returns the competitor domains most frequently in the top 10 for the tag specified for the engine specified.

List tags more frequent domain

Returns all ranking distribution records for Google and Bing search engines for a tag with the specified id. The maximum date range can be no greater than 31 days.

List tag ranking distributions

Create project

Delete project

Returns all ranking distribution records for Google and Bing for a site with the specified id. The maximum date range can be no greater than 31 days.

List ranking distributions

Delete site

List projects DDL

List tags

Returns the archived SERP for the specified search engine and date.


List SERPs

Returns all sites saved under your account.

List sites

Returns all sites saved under the specified project id.

List project sites

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Travel and hospitality leader positions itself for powerful revenue growth

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

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

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Vertical

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STAT

Contact 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

SugarCRM and STAT integration + automation

Popular SugarCRM and STAT integrations

SugarCRM and STAT Connector Details

SugarCRM

STAT

Tray.io is the leader in low-code automation

Similar connectors to SugarCRM and STAT

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