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.

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Integrations

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

UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 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.

Vice President, Business Systems
Udemy

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