IntegrationsEasy HubSpot + ConnectWise integrations
Take full control of your CRM and IT management data with custom ConnectWise + HubSpot integrations on the Tray Platform. Our low-code platform empowers you to rapidly stand up robust integrations, without relying on IT. Unsilo your go-to applications and bi-directionally sync any tool in minutes.
Need ConnectWise + HubSpot connectors? Use our API-level integrations to deeply connect any data source, including flat files (such as CSVs), FTP, email, webhooks, and any cloud software—even using data within custom fields. Seamlessly flow your IT management and CRM data wherever you need to save hours of manual work and refocus on high-level strategy.
Beyond integrations, our platform also lets you craft game-changing, multi-step automation to unlock actionable insights that drive sales efficiency and productivity. Build automated workflows to streamline all of your mission-critical sales, marketing, and IT management processes.
AutomationAny HubSpot + ConnectWise automation
Now, anyone in sales, marketing, demand generation, IT, DevOps, business operations, customer support, revenue operations, and any other role across the organization can build dynamic HubSpot + ConnectWise automation to grow pipeline faster than ever and drive business growth. With our automated workflows, anyone can sync any combination of tools to break down data silos and boost alignment around key sales goals and processes.
The Tray Platform is scalable and flexible enough to support any kind of automation for any business need. For example, you can optimize the entire quote-to-cash lifecycle by syncing your CRM and IT management software with your ERP. You can ensure your sales, IT, and DevOps teams are always working from a single source of truth. Or, you can accelerate ticket responses and error handling. With the Tray Platform, anything is possible.
Kick off any operations based on any custom trigger. Use our full library of pre-built connectors, data helpers, and custom logic operators to build customized automation that fits your unique business needs.
Use casesHeavy-duty HubSpot + ConnectWise use cases
Business users love utilizing the Tray Platform to stand up powerful ConnectWise + HubSpot integrations in minutes. Power users also love our platform for its ability to handle massive data jobs touching billions of records daily. And thanks to our elastic, serverless architecture, your workflows can scale automatically with your evolving data priorities.
Harness the power of advanced automation to uplevel your CRM and IT management processes. Need to unify your sales, marketing, IT, and DevOps data to generate real-time dashboards that track your tickets, service requests, and SLAs? Need to accelerate your mean time to resolution (MTTR) by piping agent context into your data warehouse to create a historical database of performance issues? Need to drive more leads into your funnel by auto-updating custom HubSpot fields according to contact activity in ConnectWise? The Tray Platform can automate any use case by integrating any popular software tool, including Salesforce, ServiceNow, Jira, Confluence, SAP, GitLab, Microsoft Azure, Microsoft Dynamics 365, Microsoft Teams, ADP, Outlook, HubSpot, LinkedIn, Salesforce, Mailchimp, and ZoomInfo, among others.
IT experts trust our enterprise-grade security. We’re SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA.
