ConnectWise and Outreach integration + automation

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

ConnectWise and Outreach Connector Details

ConnectWise

ConnectWise

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Raw HTTP request (advanced)List invoicesCreate companyCreate company typeCreate company type associationCreate contactList communication typesList company types
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Outreach logo

Outreach

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UsesSales
CategorySales Enablement
Triggers
Webhook
Connector TypeTray Connector
Operations
Add prospect to sequenceCreate accountCreate callCreate call dispositionCreate call purposeCreate compliance requestCreate mailingCreate opportunityCreate opportunity prospect roleCreate opportunity stageCreate productCreate prospectand 69 more...
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Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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