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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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ConnectWise

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Zoho CRM

Canvas

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Docebo

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Virtuous CRM

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Pipeliner

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Aircall

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Dynamo

Thinkific

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Articulate

Learning Management Systems (LMS)

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 

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Automation 

Easy Agile CRM automation

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Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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

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Your journey to automation excellence starts here

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

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

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

Integrate Articulate 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 Articulate and Agile CRM and any other API, database, webhook, and more.

Articulate and Agile CRM integration + automation

Articulate and Agile CRM Connector Details

Popular Articulate and Agile CRM integrations

Articulate and Agile CRM templates