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Salesforce

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Microsoft Dynamics 365

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ServiceNow

Zendesk Sell

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QuickBooks Online

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Stripe

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ConnectWise

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Sage Intacct

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Zoho CRM

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Pipedrive

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Lever

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Copper

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Mindbody

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Adaptive Insights

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Xero

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SugarCRM

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Streak

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Anaplan

Freshsale

Freshsales

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Aircall

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Create report

Return the information required for retrieving a report document's contents.

Get report document

Return report details (including the 'Report document ID', if available) for the report that you specify.

Get report

Return a list of business transactions with feed dates that fall within the date range that you specify.

List transactions

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Vestorly - Jonathan Tartell

Finance and Accounting

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Amazon Business

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

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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

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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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Marketing

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Agile CRM

Customer Relationship Management (CRM)

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Similar connectors to Amazon Business and Agile CRM

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Tray.io is the leader in low-code automation

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Amazon Business and Agile CRM integrations couldn’t be easier with the Tray Platform’s robust Amazon Business and Agile CRM connector, which connects any services without the need for separate integration tools.

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

Integrate Amazon Business and Agile CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Amazon Business and Agile CRM and any other API, database, webhook, and more.

Amazon Business and Agile CRM integration + automation

Amazon Business and Agile CRM Connector Details

Popular Amazon Business and Agile CRM integrations

Amazon Business and Agile CRM templates