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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

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Asana

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Google Sheets

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Monday

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Airtable

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ruum by SAP

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SalesforceIQ

Mindbody - Icon

Mindbody

Copper - Icon

Copper

SugarCRM - Icon

SugarCRM

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Trello

Pipedrive - Icon

Pipedrive

Smartsheet

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Zoho CRM

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Streak

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Workfront

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Agile CRM

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Virtuous CRM

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Pipeliner

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

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Automation

Automate your ConnectWise instance

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Use cases

A trusted, scalable ConnectWise solution

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With ERP

 ConnectWise + ERP automation made easy

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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

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Sales

Tray-IO Blog 6

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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Marketing

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ConnectWise

Customer Relationship Management (CRM)

Delete contact

Get order

Create a new contact. A contact may represent a single individual or an organization.

Delete deal

Delete lead

Delete product

List deal associated contacts

Create call

Create deal

Returns all deals available to the user according to the parameters provided.

Create lead

Create a new note and associate it with a Lead, Contact or Deals resource

Create note

Create order

Create product

Delete call

Returns a stream of events for a specific resource

Firehose

Get call

Get contact

Returns a single deal available to the user, according to the unique deal ID provided. If the specified deal does not exist, the request will return an error.

Get deal

Get lead

Get user

List call outcomes

List call outcomes DDL

List calls

Return all static and custom fields for the Contact resource.

List contact fields

List contact fields DDL

Returns all contacts available to the user according to the parameters provided.

List contacts

List deals

Return all static and custom fields for the Lead resource.

List lead fields

List lead fields DDL

Returns all leads available to the user, according to the parameters provided.

List leads

Returns all line items associated to order.

List line items

List orders

Returns all pipelines available to the user, according to the parameters provided.

List pipelines

Returns all products from the catalog according to the parameters provided.

List products

List users

List users DDL

Search resources

Update call

Update contact

Update deal

Update lead

Update product

Create a new contact or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple contacts match a set of filters, the request will return an error - 409. If a single contact matches, then the existing contact is updated. If none matches the query, a new contact is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert contact

Create a new deal or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple deals match a set of filters, the request will return an error - 409. If a single deal matches, then the existing deal is updated If none matches the query, a new deal is created. Notice - Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert deal

Create a new lead or update an existing, based on a value of a filter or a set of filters. At least a single filter - query parameter - is required. If no parameters are present, the request will return an error. Behaviour: If multiple leads match a set of filters, the request will return an error - 409. If a single lead matches, then the existing lead is updated. If none matches the query, a new lead is created. Notice: Use Upsert API, instead of Create or Update, to avoid creating unwanted, duplicated records. Also very useful if you want Zendesk Sell to carry external system ids - stored as custom fields.

Upsert lead

Zendesk Sell

Project Management

"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

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ConnectWise and Zendesk Sell integration + automation

Popular ConnectWise and Zendesk Sell integrations

ConnectWise and Zendesk Sell Connector Details

ConnectWise

Zendesk Sell

Tray is the leading AI ready integration and automation platform

Similar connectors to ConnectWise and Zendesk Sell