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Marketing, Sales, All
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.
Create contact note
Create deal note
List forms DDL
Create field type