Agile CRM and Zuora integration + automation

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

Agile CRM and Zuora 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...
UsesSales, Finance and Accounting
CategoryContact Management
Connector TypeTray Connector
Operations
Create accountCreate exportExecute ZOQL query (Advanced)Get accountGet contactGet invoiceGet orderGet subscriptionList accountsList ordersList orders by subscription numberList paymentsand 1 more...
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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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