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.

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.

Easy Agile CRM automation

Anyone in sales, marketing, customer support, e-commerce, revenue operations, and other functions throughout the organization can build custom Agile CRM automation. Now you can stitch together seamless, multi-step workflows between any of your favorite applications, executing any operation.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators so you can build customized Agile CRM automation. Sync Agile CRM with your most important tools, including your ERP, helpdesk, CMS, marketing automation platform, e-commerce software, project management tool, internal chat tool, sales engagement platform, and others.

Using custom Agile CRM automation, you can scale any mission-critical sales process. Improve sales productivity and book more meetings by automatically creating calendar events for kickoff calls and sales demos. Improve data hygiene by auto-syncing CRM records with marketing campaigns to ensure the most up-to-date information. Or, you can respond to leads faster by dynamically updating lead lists after webinars and sending personalized follow-up.

Heavy-duty Agile CRM use cases

Business users can easily build Agile CRM integrations immediately, and power users can also use our platform to manage data jobs that touch billions of records daily. Our elastic, serverless architecture ensures that your workflows will scale as your data needs evolve.

Take full control of your sales processes with customized Agile CRM automation. Need to streamline the sales-to-support handoff by automatically creating tasks in your project management tool whenever you mark deals as closed-won? Need to accelerate approvals by automatically notifying relevant stakeholders? Need to improve visibility across your sales organization by instantly alerting your team about key sales activities in your internal chat tool? The Tray Platform can integrate and automate anything, including Shopify, MailChimp, Gmail, LinkedIn, Facebook, WooCommerce, Stripe, Xero, Zoom, WordPress, Twilio, Zendesk, and many others.

We built the Tray Platform with enterprise-grade security as a top priority. We’re SOC 2 Type 2-certified, and compliant with essential data privacy regulations such as GDPR and CCPA.