Universal Connector

Agile CRM and Loopio integration + automation

Agile CRM and Loopio integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Loopio connectors, which can connect to any service without the need for separate integration tools.

Agile CRM and Loopio Connector Details

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Agile CRM

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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...
UsesFinance and Accounting
CategoryContract Management
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Loopio connector available at the moment.

To get data in and out of Loopio, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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
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