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.
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.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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