Agile CRM integration + automation

Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Agile CRM connector, which connects any services without the need for separate integration tools.

AgileCRM logo

Agile CRM

Easy Agile CRM integrations

Supercharge sales productivity and drive revenue with custom Agile CRM integrations using the Tray Platform. Our low-code platform empowers you to build API level integrations that connect Agile CRM and any data source without needing IT support.

Need an Agile CRM connector? With our platform, you can bi-directionally sync lead data across all your applications in minutes. Using our visual, drag-and-drop builder, you can sync Agile CRM and any data source, including FTP, email, webhooks, flat files (such as CSVs), and any other cloud app, even using data within custom fields.

You can also build custom Agile CRM automation with the Tray Platform. Streamline key CRM processes and skip hours of manual work using powerful, multi-step workflows. Now, you can boost sales productivity, drive more conversions, and win more deals with the Tray Platform.

Agile CRM Connector Details

Uses

Sales, Marketing

Category

Customer Relationship Management (CRM)

Triggers

None

Connector type

Tray Connector

Operations

Create helpdesk ticket, Create deal note, List notes by deal, List milestones DDL, Update task, Create task, Update deal, Get company, List deals, List tracks

sean-passanisi

With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

Udemy

Tray.io is the leader in low-code automation

G2 - Best Meets Requirements Winter 2021G2 - Best Results Winter 2021G2 - Users Most Likely To Recommend Winter 2021G2 - High Performer Mid-Market Winter 2021G2 - High Performer Winter 2021G2 - Leader Mid-Market Winter 2021G2 - Leader Winter 2021G2 - Momentum Leader API Mangement Winter 2021G2 - Momentum Leader iPaaS Winter 2021

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The Tray Platform is...

Flexible

Flexible

Connect to anythingAccess every endpointAutomate any event

Easy

Easy

Visual and intuitive UX Clicks-or-code automationCollaborative development

Powerful

Powerful

Logical operatorsAdvanced capabilitiesReal-time logs

Scalable

Scalable

Elastic scalabilityParallel processingLog data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access

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