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Salesforce

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Microsoft Dynamics 365

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QuickBooks Online

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Sage Intacct

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Mindbody

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Copper

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Streak

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Virtuous CRM

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Xero

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Pipeliner

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Adaptive Insights

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Agile CRM

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Freshsales

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Dynamo

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Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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Kaufman Hall

Update an existing party. Any fields not included in the request will remain unchanged. The party type (person or organization) cannot be modified.

Update party

Create opportunity

Creates a new party contact to be stored in Capsule. A party can be either a person or an organization.

Create party

Delete a specific opportunity from Capsule.

Delete opportunity

Retrieve the details of a specific milestone.

Get milestone

Retrieve the details of a specific opportunity associated with the Capsule account.

Get opportunity

Retrieve the details of a specific person or organization associated with the Capsule account.

Get party

List countries

List countries DDL

Retrieve a list of all the custom fields on the Capsule account. An entity must be specified (either parties, opportunities or cases) and will define which custom fields to return.

List custom fields

List custom fields DDL

Retrieve a list of custom titles available on the Capsule account.

List custom titles

Retrieve a list of all the reasons for a lost opportunity on this Capsule account.

List lost reasons

List lost reasons DDL

Retrieve a list of all the milestones on the Capsule account.

List milestones

List milestones DDL

Retrieve a list of the opportunities on the Capsule account.

List opportunities

List opportunities DDL

List organizations DDL

Retrieve a list of the parties on the Capsule account.

List parties

List parties DDL

Retrieve a list of tags on the Capsule account.

List tags

List tags DDL

Retrieve a list of all the teams on this Capsule account.

List teams

List teams DDL

List titles DDL

Retrieve a list of tracks on the Capsule account.

List track definitions

List track definitions DDL

Retrieve a list of all the users on this capsule account.

List users

List users DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update an existing opportunity. Any fields not included in the request will remain unchanged.

Update opportunity

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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

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Capsule CRM

Customer Relationship Management (CRM)

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Kaufman Hall and Capsule CRM integrations couldn’t be easier with the Tray platform’s robust Kaufman Hall and Capsule CRM connector, which connects any services without the need for separate integration tools.

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

Integrate Kaufman Hall and Capsule CRM with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Kaufman Hall and Capsule CRM and any other API, database, webhook, and more.

Kaufman Hall and Capsule CRM integration + automation

Kaufman Hall and Capsule CRM Connector Details

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