Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Lever - Icon

Lever

AgileCRM-icon-color

Agile CRM

Aircall - Icon

Aircall

Zendesk Sell

SalesforceIQ-icon-color

SalesforceIQ

Rev.io - Icon

Rev.io

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

PayPal - Icon

PayPal

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Insightly-icon-color

Insightly

Dynamo - Icon

Dynamo

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

Copper - Icon

Copper

Fastpath

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

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

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

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

SugarCRM - Icon

SugarCRM

Customer Relationship Management (CRM)

Get an account's billing information from Recurly, using the account's unique ID.

Get account billing information

Get an account from Recurly, using it's unique ID.

Get account

Get acquisition data for an account from Recurly, using the account's unique ID.

Get account acquisition data

Get an coupon from Recurly, using it's unique ID.

Get coupon

Get an invoice from Recurly, using it's unique ID.

Get invoice

Get a plan from Recurly, using it's unique ID.

Get plan

Get a plan add on from Recurly, using it's the plan ID and the add on ID.

Get plan addon

Get an subscription from Recurly, using it's unique ID.

Get subscription

Get a transaction from Recurly, using it's unique ID.

Get transaction

Get a list of the coupons an account has redeemed.

List account coupon redemptions

Get a list of the invoices for an account.

List account invoices

Get a list of an account's transactions, including purchases and refunds.

List account transactions

Get a list of the accounts in a Recurly site.

List accounts

List coupons

Get a list of the coupon redemptions applied to an invoice.

List invoice coupon redemptions

Get a list of line items for a invoice by its ID in a Recurly site.

List invoice line items

Get a list of the invoices in a Recurly site.

List invoices

Get a list of the line items in a Recurly site.

List line items

Get a list of the addons in a Recurly plan.

List plan addons

Get a list of the plans in a Recurly site.

List plans

Get a list of all the sites you have access to.

List sites

List sites DDL

Get a list of the subscriptions in a Recurly site.

List subscriptions

Updates an account's acquisition data, setting details on how a customer was found.

Update account acquisition data

Get a list of the transactions that have occurred in a Recurly site.

List transactions

Recurly provides enterprise-class subscription billing management for thousands of businesses worldwide.

Receive a webhooks from Recurly, which are triggered for all events in your Recurly account. TIP: you'll need to set the webhook up manually in Recurly to trigger workflows.

On webhook

Recurly

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

SugarCRM and Recurly integration + automation

Popular SugarCRM and Recurly integrations

SugarCRM and Recurly Connector Details

SugarCRM

Recurly

Tray.io is the leader in low-code automation

Similar connectors to SugarCRM and Recurly

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.