- No results found
Agile CRM
Integration + Automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
On-demand demo
Agile CRM
Uses
Marketing, Sales
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.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Receive hands-on Agile CRM support for ensured success
Agile CRM
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Create company
Create contact
Create contact note
Create deal
Create deal note
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
