Universal Connector

Insight Software and Crossbeam integration + automation

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

Insight Software and Crossbeam Connector Details

Insight Software

Insight Software

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Insight Software connector available at the moment.

To get data in and out of Insight Software, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Crossbeam

Crossbeam

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UsesSales
CategoryCollaboration
Connector TypeTray Connector
Operations
Get user profileList overlap countsList partner populationsList partner recordsList partner records by companyList partner records by personList partnersList populationsList recordsList records by reportList reportsRaw HTTP request (advanced)
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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