Agile CRM and LeafLink integration + automation
Agile CRM and LeafLink integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and LeafLink connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and LeafLink Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationGet staff memberGet strainUpload product imageCreate product lineGet contactGet paymentArchive customerArchive productCreate activity entryCreate contactCreate customerCreate paymentand 38 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.
