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Salesforce

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Microsoft Dynamics 365

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Zoho CRM

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Agile CRM

Freshsale

Freshsales

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Dynamo

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Docebo

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Aircall

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Insightly

Canvas

Udemy for Business

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SalesforceIQ

List invoices template DDL

List market descriptions DDL

List ownership types DDL

List pricing schedules DDL

List tax codes DDL

List time zones setup DDL

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

Raw HTTP request (advanced)

List company types names DDL

List contact departments DDL

List contact relationships DDL

List contact types DDL

List contacts DDL

List countries DDL

List currencies DDL

List custom fields DDL

List invoice delivery methods DDL

List invoices

Create company

Create company type

Create company type association

Create contact

List billing terms DDL

List calendars DDL

List communication types

List communication types DDL

List companies DDL

List company entity types DDL

List company locations DDL

List company statuses DDL

List company types

List company types DDL

List company types IDs DDL

ConnectWise1

Integrations

Limitless ConnectWise integrations

ConnectWise2

Automation

Automate your ConnectWise instance

ConnecWise3

Use cases

A trusted, scalable ConnectWise solution

ConnecWise4

With ERP

 ConnectWise + ERP automation made easy

ConnectWise5

Security +

Secure ConnectWise integrations

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

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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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David Dorman of Digital Ocean works with Tray.io

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Marketing

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ConnectWise

Customer Relationship Management (CRM)

Get Auth Token

Search the DiscoverOrg database for companies with the given website.  Can return multiple companies.

Search for company by website

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DiscoverOrg

Learning Management Systems (LMS)

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

CTA - Cvent case study - "Show me how" - Primary 

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to ConnectWise and DiscoverOrg

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Tray is the leading AI ready integration and automation platform

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Request a 1:1 demo

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Salesforce Campaign ID (1:1)

Email

First Name (Clearbit)

Last Name (Clearbit)

Job Title (Clearbit)

Company Name (Clearbit)

Company size (Clearbit)

Solution Partner Contact - Conditional (Unknown Company Size & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 1-99 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 101-249 & Offer Type 1:1 Demo)

Solution Partner Contact - Conditional (Company Size 250-499 & Offer Type 1:1 Demo)

How did you hear about Tray open text field

Tray Forms - Additional details

Submit (Get a demo)

Platform Demo 1:1 Form

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

ConnectWise and DiscoverOrg integrations couldn’t be easier with the Tray platform’s robust ConnectWise and DiscoverOrg connector, which connects any services without the need for separate integration tools.

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

Integrate ConnectWise and DiscoverOrg with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to ConnectWise and DiscoverOrg and any other API, database, webhook, and more.

ConnectWise and DiscoverOrg integration + automation

ConnectWise and DiscoverOrg Connector Details

Popular ConnectWise and DiscoverOrg integrations

ConnectWise and DiscoverOrg templates