Agile CRM and Boostr integration + automation

Agile CRM and Boostr integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Boostr connectors, which can connect to any service without the need for separate integration tools.

Agile CRM and Boostr Connector Details

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Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Get stageCreate accountCreate contactCreate dealCreate deal productGet IOGet accountGet contactGet dealGet deal productGet productList IOs
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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