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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

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Streak

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

Zoho CRM - Icon

Zoho CRM

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Pipeliner

Freshsale

Freshsales

The Tray platform has connector to integrate Ring Central with your stack

Ring Central

RingCentral

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Virtuous CRM

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Agile CRM

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Dynamo

Aircall - Icon

Aircall

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Insightly

OOMA

Ooma

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Nexmo

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Vonage

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

sales marketing mix

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

Connector Department - Sales - Cards

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Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

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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DigitalOcean - David Dorman

Marketing

ConnectWise - Icon

ConnectWise

Customer Relationship Management (CRM)

Add user to group

Retrieves data about the terminated call.

Get call

List profiles

List snoozes

List tags

Create a new user with or without commitment from their email address and phone number.

Create user

Delete user from group

Retrieves list of phone numbers for your whole team.

List numbers

List numbers DDL

Trigger a call between one of your users ('From number') and a recipient ('To number'). Your user will see the recipient's number displayed for an incoming call. Once your user picks up the phone then a call will be made to the recipient.

Callback

Retrieve a specific IVR by its identifier.

Get IVR

Retrieves data as well as all numbers to a specific contact by their ID.

Get contact

Get group

Retrieves information about an existing phone number.

Get number

Retrieves a complete team object that contains list of numbers, users, IVRs, conferences, tags and groups.

Get team

Retrieve the presences information about all your users.

List presences

Retrieves basic data about an user and all phones numbers assigned to them.

Get user

Trigger a call in a specific IVR (Interactive Voice Response) queue.

IVR callback

Retrieve all your IVRs (Interactive Voice Responses).

List IVRs

List calls

Retrieve all the conferences you've set up.

List conferences

List contacts

List conversations

List current calls

List group users DDL

Retrieve the first 100 groups from your team.

List groups

List groups DDL

List ivrs DDL

Retrieves all the users on your team, and a list of their numbers for each.

List users

List users DDL

Sends an SMS. Phone number must be in E.164 format.

Send SMS

Update contact

marketing tools by tray.io

How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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New Relic - Anonymous

Ringover - Icon

Ringover

Telephony

"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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ConnectWise and Ringover integration + automation

Popular ConnectWise and Ringover integrations

ConnectWise and Ringover Connector Details

ConnectWise

Ringover

Tray is the leading AI ready integration and automation platform

Similar connectors to ConnectWise and Ringover