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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Asana

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Lever

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Airtable

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Google Sheets

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Agile CRM

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Aircall

Zendesk Sell

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ruum by SAP

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SalesforceIQ

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Monday

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Mindbody

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Pipedrive

Smartsheet

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Paymo

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Pipeliner

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Freshsales

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Insightly

Delete project

Delete a holiday for a user

Get project

Delete comment

List tasks

Get task

Create task

Delete task

List all comments for a todo

Update comment

Returns all the meetings for the specified user.

List all meetings for a user

Delete meeting

Get todo list

Update todo list

Delete todo list

Returns a list of all the comments in a project.

List all comments for a project

Get meeting

Returns the details of the specified todo.

Get todo

Create todo

Returns a list of all the todos that are not linked to a project.

List all todos without a project

List users

Delete todo

Returns a list of all the scheduled holidays for the team.

List team holidays

Update a team holiday

Create a team holiday

Delete a team holiday

Returns all the scheduled holidays of a user.

List holidays for a user

Schedules a holiday for the specified user.

Create a holiday for a user

List projects

Create project

Update project

Get user

Update task

Returns a list of all the comments for a user.

List all comments for a user

List meetings

Update meeting

Update a holiday for a user

List projects DDL

Create a comment

Create meeting

Create todo list

Update todo

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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GDPR compliance for US companies: What you need to know

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Workstack

Project Management

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

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SugarCRM

Customer Relationship Management (CRM)

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SugarCRM

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