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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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Lever

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Agile CRM

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Aircall

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SalesforceIQ

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Mindbody

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Entrata

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Pipedrive

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Insightly

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Dynamo

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Pipeliner

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Freshsales

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Productboard

Fastpath

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ConnectWise

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Zoho CRM

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

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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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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SugarCRM

Customer Relationship Management (CRM)

List personas name DDL

List products DDL

List status ID DDL

List status name DDL

List statuses

List tags DDL

Create company

Create contact

Create user story

Add a yay, nay or maybe thought on an idea in ProdPad along with a comment.

Create vote

Retrieve the details on the user and their role by ID.

Get user

Retrieve a list of companies in the account.

List companies

List companies DDL

Retrieve a list of contacts associated to an account.

List contacts

List contacts DDL

Retrieve a list of feedback which can be a straight list or grouped by contact using the group_by parameter.

List feedbacks

Return a list of ideas that match any supplied filter criteria.

List ideas

List ideas DDL

List job roles DDL

List personas DDL

List user stories

List user stories DDL

List users

List users DDL

Update company

Update contact

Update user story

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ProdPad integrations made easy

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Automation

Custom ProdPad automation

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Use cases

ProdPad automation for any use case

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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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ProdPad

Product Management

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SugarCRM and ProdPad integration + automation

Popular SugarCRM and ProdPad integrations

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SugarCRM

ProdPad

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Similar connectors to SugarCRM and ProdPad

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