Agile CRM + Anaplan
Integration + Automation

On-demand demo

Agile CRM
+
Anaplan

Agile CRM and Anaplan Solutions

Uses

Marketing, Sales, Finance and Accounting

Business professionals that want to integrate Agile CRM with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

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    Integrate with any app with our unique Universal Connector

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    Easily use our drag-and-drop workflow builder

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    Receive hands-on Agile CRM support for ensured success

The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.

David Dorman - Director of Growth and Demand Generation
Agile CRM

Agile CRM

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create company

Create contact

Create contact note

Create deal

Create deal note

Anaplan

Anaplan

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Delete uploaded file

Download file

Get deletion task status

Get export metadata

Get export task status

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What would you like to connect?