Agile CRM and Huddle integration + automation
Agile CRM and Huddle integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Huddle connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and Huddle Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationGet account IDCreate document for uploadingDelete DocumentList folder documents & foldersUpload documentDownload DocumentCopy documentCreate documentCreate FolderCreate or Update FolderCreate workspaceGet Documentand 4 more...
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.
