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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

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Lever

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Aircall

Zendesk Sell

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SalesforceIQ

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

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Pipeliner

Freshsale

Freshsales

Dynamo - Icon

Dynamo

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Insightly

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ConnectWise

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Zoho CRM

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Copper

Fastpath

Infusionsoft

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SugarCRM

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Virtuous CRM

Create helpdesk ticket

Create deal note

List notes by deal

List milestones DDL

Update task

Create task

Update deal

Get company

List deals

List tracks

List tracks DDL

Update a contacts properties (not including tags, star or lead values)

Update contact

Update company properties (not including tags, star or lead values)

Update company

Create company

Delete contact (company) note

Delete deal

Retrieve a list of tasks. Can be filtered if required.

List tasks

List criteria types DDL

Update deal note

Get task

Create deal

Create contact

Create note and relate it to a contact/company

Create contact note

List notes by contact

List property subtypes DDL

List ticket filter IDs DDL

Retrieve a list of helpdesk tickets. Can be filtered if required.

List helpdesk tickets

Delete contact

List companies

Delete company

Delete helpdesk ticket

Get contact

List contacts

Agile CRM 1

Integrations 

Easy Agile CRM integrations

Agile CRM 2

Automation 

Easy Agile CRM automation

Agile CRM 3

Use cases 

Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Agile CRM

Customer Relationship Management (CRM)

Get box

Creates a comment associated with a particular box.

Create comment

Searches for box by name using an exact search.

List boxes

Assigns an email (thread) to a box.

Use the Gmail API to obtain the thread ID.

Assign email to box

Gets a contact by providing the contact key.

List current user's teams

Assign organisation to box

Updates the message text of a specific comment.

Update comment

List comments (beta)

Gets a given organization by providing the contact key.

Get organization

List organizations

Moves boxes to a different pipeline (batch).

Update pipelines of boxes

Updates an organization by providing the organization key.

Update organization

Updates a pipeline.

To change the fields or the stages property, you must use different endpoints. The fields and stages are only provided as a convenience here. The necessary endpoints are specified in the Field and Stage section of this document.

Update pipeline

Deletes a pipeline. You can only delete pipelines that are empty and have no boxes in them.

Delete pipeline

Lists the field values for the box specified.

List field values for box

Lists all files associated with a particular box.

You can only get the contents of files that are of the type GMAIL_API.

List files in box

List pipelines

List teams

List fields in pipeline

Gets binary contents of file.

The mime type of the response contents is based on the file type.

Get file contents

List boxes in pipeline

Creates a field for a pipeline.

This defines the field in the pipeline so that you can add values for that field for each box in the pipeline.

Create field

Delete comment

Deletes a contact by providing the contact key.

Upon deleting a contact, the contact will also be removed from any associated boxes.

Deletes an organisation by providing the organisation key.

Upon deleting a organisation, the organisation will also be removed from any associated boxes.

Delete organisation

Updates multiple fields at once in a box.

Update fields in box

Creates a box based on the Pipeline Key you provide.

Create box

Lists all tasks associated with a particular box.

List tasks in box

Get comment

Get current user

Get file

Gets a specific stage defined in a pipeline.

Get stage

Create stage

Update stage

Update box

Gets the public details for the user specified.

Get user

Deletes a particular box. Also deletes all of the relevant data such as files, emails, and tasks for that box.

Delete box

Get thread

Get team

Deletes a stage defined in a pipeline.

This call will only succeed if there are no boxes tagged with the key of this stage, else it throws a 400.

Delete stage

List fields in pipeline DDL

Deletes a field defined in a pipeline.

Note: this will also remove the values of this field for every box in the pipeline.

Delete field

Lists all the threads in a particular box.

List threads in box

Gets a specific field defined in a pipeline.

Get field

List stages

Delete task

List stages DDL

Update field

Updates the value of a field for a particular box.

Update field value

A search by query which returns results on orgs, boxes and contacts.

List boxes, contacts and organisations

Updates a contact by providing the contact key.

Creates a new contact.

All contacts are scoped to a particular team so a Team Key is required. Contacts must have at least one of Name or Email Address set.

Create pipeline

Creates a new organisation.

All organisations are scoped to a particular team so a Team Key is required. Must have at least one of Name or Domains set.

Create organisation

Streak

Agile CRM and Streak integration + automation

Popular Agile CRM and Streak integrations

Agile CRM and Streak Connector Details

Agile CRM

Streak

Tray.io is the leader in low-code automation

Similar connectors to Agile CRM and Streak

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