Salesforce-icon-color

Salesforce

Zendesk Sell

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

Zoom - Icon

Zoom

Zoho CRM - Icon

Zoho CRM

Slack-icon-color

Slack

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Jira

Notion - Icon

Notion

Microsoft Outlook - Icon

Microsoft Outlook

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

Streak-icon-color

Streak

GoToWebinar

GoTo Webinar

Huddle-icon-color

Huddle

Opal

Pipeliner-icon-color

Pipeliner

Removes a relationship based on 'LHS (left-hand side) sync_key' and 'RHS (right-hand side) sync_key'. If both the LHS and RHS records can be found with the sync_keys, and those records are related, then remove the relationship of the RHS record to the LHS record.

Delete relationship by sync_key field

List link names DDL

List records

List modules DDL

Run a sequence of API requests in one query. The requests are executed sequentially and their results are returned as one response.

Bulk request

Count the number of Accounts in your SugarCRM account. Optionally apply filters to count only specific records.

Count accounts

Count the number of Contacts in your SugarCRM account. Optionally apply filters to count only specific records.

Count contacts

Count the number of Employees in your SugarCRM account. Optionally apply filters to count only specific records.

Count employees

Count the number of Opportunities in your SugarCRM account. Optionally apply filters to count only specific records.

Count opportunities

Creates an email in your SugarCRM account.

Create email

Creates a new email address in your SugarCRM account.

Create email address

Create a new lead in your SugarCRM account.

Create lead

Upserts based on 'sync_key field'. It updates a record if it can be found by the 'sync_key field'. If the record does not exist, then creates it.

Create or update record by sync_key field

Create record

Create a relationship to a pre-existing record.

Create relationship

Creates a relationship based on 'LHS (left-hand side) sync_key field' and 'RHS (right-hand side) sync_key field'. If both the LHS and RHS records can be found with the respective sync_keys, then relate the RHS record to the LHS record.

Create relationship by sync_key fields

Delete record

Deletes the record with the given sync_key value

Delete record by sync_key field

Delete an existing relationship between two records.

Delete relationship

Retrieve the count of records that have been filtered.

Get filtered records count

Retrieve a list of related records by filter.

Get filtered related records count

Get record

Retrieves the record with the given sync_key value.

Get record by sync_key field

Retrieve a related record with relationship role information.

Get related record

Link call to contacts

List filtered related records

Retrieve a list of application labels for a specific language.

List labels by language

List link fields DDL

List link sync key fields DDL

List module fields DDL

Retrieve a list of recipients that match the search term.

List recipients

List records DDL

List related records

List sync key fields DDL

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

Raw HTTP request (advanced)

Updates an email in your SugarCRM account. Used for updating an archived email, updating a draft to send later, or sending a draft.

Update email

Update record

Update record sync_key

Upload file

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

SugarCRM - Icon

SugarCRM

Customer Relationship Management (CRM)

Check to see if you are subscribed to a topic with the specified ID.

Get subscription to topic

List messages from the user’s feed, based on the selection they have made between “Following” and “Top” conversations.

List feed messages

List networks to which the current user has access.

List networks

List messages from the “Following” feed which is conversations involving people and topics that the user is following.

List following messages

Suspend a user. Current user should be an admin or a verified admin in a paid Yammer network to perform this action.

Suspend user

Create announcement

Create message

Create message with attachments

Delete a user. Current user should be an admin or a verified admin in a paid Yammer network to perform this action.

Delete user

Get current user

Check to see if you are subscribed to the user with the specified ID.

Get subscription to user

Get thread

Get topic

Get user

Retrieve a specific user by email address.

Get user by email

List messages from the algorithmic feed for the user that corresponds to “Top” conversations.

List top messages

List current user notifications

List group messages

List group users

List public messages in the user‘s Yammer network.

List messages

List thread messages

List messages relating to a specified topic.

List topic messages

List user groups

List users in the current user’s network.

List users

Raw HTTP Request (Advanced)

marketing tools by tray.io

How Automation is Changing the Face of Business

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

Yammer - Icon

Yammer

Collaboration

"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 

cvent-logo-white

Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

Customer Spotlight

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua

SugarCRM and Yammer integration + automation

Popular SugarCRM and Yammer integrations

SugarCRM and Yammer Connector Details

SugarCRM

Yammer

Tray is the leading AI ready integration and automation platform

Similar connectors to SugarCRM and Yammer