SugarCRM and Velocify integration + automation

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

SugarCRM and Velocify Connector Details

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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Velocify logo

Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

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