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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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QuickBooks Online

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ConnectWise

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Zoho CRM

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Copper

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Stripe

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Mindbody

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Pipedrive

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Streak

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SugarCRM

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Sage Intacct

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Pipeliner

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Xero

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Agile CRM

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Virtuous CRM

Freshsale

Freshsales

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Dynamo

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Anaplan

Finance Leader

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

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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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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How to close the sales revenue gap

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Finance and Accounting

Patriot Software

Create contact list

Creates a segment from a list of contact IDs.

Create segment from contact IDs

Get campaign history

Get the attribute fields of a contact list.

Get contact list attributes

Get details of contact lists based on a given list of contact list IDs.

Get contact lists details

Get segment

Get sub account

List sub accounts

List sub accounts DDL

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

Raw HTTP request (advanced)

Get a list of contacts for a particular contact list.

List contact list contacts

List contact list contacts DDL

List contact lists

List contact lists DDL

List emails

List emails DDL

List segments

List segments DDL

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

Benchmark

Customer Relationship Management (CRM)

"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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UAC Solutions - By Team

UAC Solutions - By Use Case

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

Resources Customer Spotlight - Primary

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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See all our connectors (Tertiary)

Similar connectors to Patriot Software and Benchmark

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

Take interactive tour

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Submit (Get a demo)

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Salesforce Campaign ID (Interactive Tour)

Interactive Tour Form

"Take interactive tour" -> Interactive Tour Form Modal [Primary]

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

Patriot Software and Benchmark integrations couldn’t be easier with the Tray platform’s robust Patriot Software and Benchmark connector, which connects any services without the need for separate integration tools.

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

Integrate Patriot Software and Benchmark 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 Patriot Software and Benchmark and any other API, database, webhook, and more.

Patriot Software and Benchmark integration + automation

Patriot Software and Benchmark Connector Details

Popular Patriot Software and Benchmark integrations

Patriot Software and Benchmark templates