Universal Connector

Onsite CRM and Heap integration + automation

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

Onsite CRM and Heap Connector Details

Onsite CRM

Onsite CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

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

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

UsesProduct
CategoryProduct Management
Connector TypeTray Connector
Operations
Add account propertiesAdd user propertiesDelete usersGet deletion statusRaw HTTP request (advanced)Track
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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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