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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

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Mindbody

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Pipedrive

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Pipeliner

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Freshsales

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Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

Fastpath

Infusionsoft

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Streak

List custom fields for contacts DDL

Archive a contact using its unique identifier given by Virtuous.

Archive a contact

Create contact

Follow contact by ID

Get contact information using their Virtuous ID

Get contact by ID

Get contact information using a reference source and reference ID. 

Get contact by reference source and reference ID

List types of contact methods DDL

Lists the activity of contacts which are followed by this account.

List activity of contacts followed

List al the contact name prefixes used on this account.

List contact name prefixes

List contact name prefixes DDL

List all those contacts within a given proximity using latitude and longitude coordinates provided.

List contacts within proximity of a geocoordinate.

List contact types

List contact types DDL

List custom fields for contact individuals DDL

List all custom fields for contacts on Virtuous.

List custom fields for contacts

List all the contacts which are being followed by this account,

List followed contacts

Find all contacts that match, fully or partially, the given search parameters.

Search contacts 

Toggle the setting of whether the user follows the given contact

Toggle follow contact

Unfollow contact by ID

Rewrite information about an existing contact using their unique ID. Any fields left blank will be overridden and cleared. It is important you fill in all blanks that you do not want to be overriden.

Update contact

Return a list of tags for the specified contact

List tags for contact

Return a list of the current organisation tags

List tags for current organisation

List tags for current organisation DDL

Create a new contact tag for the specified contact.

Create new tag for contact

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Integration

Powerful Virtuous CRM integrations

Virtuous CRM 2

Automation

Easy Virtuous CRM automation

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Use cases

Heavy-duty Virtuous CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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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Sales

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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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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Marketing

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Virtuous CRM

Customer Relationship Management (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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SugarCRM

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Virtuous CRM and SugarCRM integration + automation

Popular Virtuous CRM and SugarCRM integrations

Virtuous CRM and SugarCRM Connector Details

Virtuous CRM

SugarCRM

Tray.io is the leader in low-code automation

Similar connectors to Virtuous CRM and SugarCRM

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