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SalesforceIQ

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Sage Intacct

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Finance Leader

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

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Optimize your events with Zuora-Slack integration

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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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Vena Solutions

List invoices template DDL

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

Raw HTTP request (advanced)

List company types names DDL

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List contacts DDL

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List invoices

Create company

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Create company type association

Create contact

List billing terms DDL

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Secure ConnectWise integrations

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

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

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

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

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

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

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

Integrate Vena Solutions and ConnectWise 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 Vena Solutions and ConnectWise and any other API, database, webhook, and more.