Agile CRM + Autopilot
Integration + Automation

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Agile CRM
+
Autopilot

Agile CRM and Autopilot Solutions

Uses

Marketing, Sales

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.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • 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

Autopilot

Autopilot

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add contact to list

Add list

Add/ update contact

Bulk add/ update contacts

Check if contact is on list

What would you like to connect?