Agile CRM + Google Docs
Integration + Automation

On-demand demo

Agile CRM
+
Google Docs

Agile CRM and Google Docs Solutions

Uses

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.

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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

Google Docs

Google Docs

Connection Type

Service connector Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create empty document

Find and replace

Get document

Update document

Line with connecting dots

What would you like to connect?