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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

Microsoft Teams

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Zoho CRM

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Yammer

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Slack

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Microsoft Sharepoint

Jira

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Notion

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Microsoft Outlook

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ConnectWise

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Pipedrive

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Copper

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Mindbody

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Streak

GoToWebinar

GoTo Webinar

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Huddle

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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

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Streamline strategic sales with an automated deal desk

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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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The ultimate guide to automating the entire lead lifecycle

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

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

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

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SugarCRM

Customer Relationship Management (CRM)

List user channels DDL

List authentication options DDL

Retrieve a list of monthly call log metrics.

List call logs

List users DDL

Deactivate an active user or reactivate a deactivated user.

Update user status

Get a detailed report for a past meeting.

Get meeting report

Retrieves a report on past webinar polls.

Get webinar polls report

Retrieves a specific webinar details report.

Get webinar report

Add meeting registrants

Create meeting

Create users

Create webinar

Create webinar registrant

Delete user

Get account call logs

Retrieves cloud recording usage report for a specified period.

Get cloud recording report

Retrieves daily report to access the account-wide usage of Zoom services for each day in a given month.

Get daily usage report

Retrieve a report of results for a past meeting.

Get meeting poll report

Get meeting recordings

Get users call logs

Retrieve a user's Zoom phone profile information.

Get users profile

Retrieves an active or inactive users report for a specified period of time.

Get users report

Get webinar

Retrieves a report on question and answers from past webinars.

Get webinar Q&A report 

Retrieves a list of sign in / sign out activity logs report of users under a Zoom account.

List activity logs report

List all recordings

List call recordings

List channel members

Get participant report for a past meeting.

List meeting participants report

Retrieves a list of registrants for a specific meeting.

List meeting registrants

List all the meetings that were scheduled for a user (meeting host).

List meetings

List meetings DDL

Retrieves a list of past meetings for a specified period of time, for a given user.

SugarCRM and Zoom integration + automation

Popular SugarCRM and Zoom integrations

SugarCRM and Zoom Connector Details

SugarCRM

Zoom

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