Agile CRM + Smartsheet
Integration + Automation

Get the specs

Agile CRM
+
Smartsheet

Agile CRM and Smartsheet Solutions

Uses

Marketing, Sales, All

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

David Dorman of Digital Ocean works with Tray.io

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.

David Dorman - Director of Growth and Demand Generation
Agile CRM

Agile CRM

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Smartsheet

Smartsheet

Connection Type

Service connector Tray Connector

Triggers

Enable webhook

Find webhook by URL

List sheets DDL

Webhook

Operations

Add alternate email

Add image to cell

Add row

Attach file to comment

Attach file to row

What would you like to connect?

Make anything happen.

The Tray Platform is...

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Logical operators

Advanced capabilities

Real-time logs

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access