Help Scout and SugarCRM integration + automation

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

Help Scout and SugarCRM Connector Details

Help Scout

Help Scout

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UsesCustomer Success and Support
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
Get conversationCreate customerCreate noteDelete conversationList customersList mailboxesList tagsList threadsList usersUpdate addressUpdate chatUpdate conversation
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SugarCRM

SugarCRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Delete relationship by sync_key fieldList recordsBulk requestCount accountsCount contactsCount employeesCount opportunitiesCreate emailCreate email addressCreate leadCreate or update record by sync_key fieldCreate recordand 8 more...
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

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