Connectors / Service / Sales Management Plus

Sales Management Plus is a leading distribution CRM and business intelligence application designed for wholesale distributors. (updated: 1674476628016)

Sales Management Plus

Sales Management Plus is a leading distribution CRM and business intelligence application designed for wholesale distributors.

Overview

Sales Management Plus provides CRM, BI and proactive marketing integrated to your ERP system to help you grow your top-line. It allows you to proactively manage your sales process, execute integrated marketing, deliver self-serve dashboards and close more sales.

Authentication

Within the builder, click on the Sales Management Plus connector to display the connector properties panel. Select the 'Auth' tab and click on the 'New authentication' button.

Authentication Pop Up

In the Tray.io authentication pop-up modal, name the authentication in a way that will quickly identify it within a potentially large list. For example, whether it is a Sandbox or Production auth, etc.

Consider who/ how many people will need access to this authentication when choosing where to create this authentication ('Personal' or 'Organisational').

The second page asks you for your 'Domain' credential.

Authentication Pop-Up Modal

This 'Domain' is the same as the 'Domain' you enter when logging into Sales Management Plus.

AUTH STEP 1

Once you have added this field to your Tray.io authentication pop-up window, click the 'Create authentication' button.  You will be redirected to Sales Management Plus and asked to log in, and then asked to allow Tray.io access to SMP.

AUTH STEP 2

Click "Allow". Your connector authentication setup should now be complete.

All Operations

Latest version:

1.3

List contacts DDL

Create company

Create a company.

Create marketing list

Create a marketing list.

Get branch

Retrieve a given branch by key.

List contacts

Retrieve a list of contacts.

List custom fields DDL

List email subscription choices

Retrieve a list of email subscription choices.

Update marketing list

Update a marketing list.

Create contact

Create a contact.

Create email subscription choice

Create an email subscription choice.

Get company

Retrieve a given company by key.

Get contact

Retrieve a given contact by key.

Get employee

Retrieve a given employee by key.

Get marketing list

Retrieve a given marketing list by key.

List branches

Retrieve a list of branches.

List companies

Retrieve a list of companies.

List employees

Retrieve a list of employees.

List marketing lists

Retrieve marketing lists.

Raw HTTP request (advanced)

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Update company

Update a company.

Update contact

Update a contact.