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.
Popular Agile CRM integrations
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.
Uses
Marketing, Sales
Category
Customer Relationship Management (CRM)
Connector type
Tray Connector
Triggers
None
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
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.
Tray.io is the leader in low-code automation
Popular Customer Relationship Management (CRM) Connectors
Make anything happen See Tray.io in action
Enterprises and rapidly growing firms trust the Tray Platform
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
The Tray Platform is...
Flexible
Connect to anything
Access every endpoint
Automate any event
Easy
Visual and intuitive UX
Clicks-or-code automation
Collaborative development
Powerful
Logical operators
Advanced capabilities
Real-time logs
Scalable
Elastic scalability
Parallel processing
Log data storage
Trusted
Secure (SOC2 II, GDPR, HIPAA)
Built-in 2FA + full encryption
Role-based access
Resources
How to Automate Lead-to-Account Matching
Read Blog >
Streamline strategic sales with an automated deal desk
Read Blog >
Sales ops best practices
See Library >
Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.
See Partner Website >
Intercom unlocks new efficiencies with sales automation
Read the Intercom blog >Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM
Read Blog >
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