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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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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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Copper

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Xero

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Mindbody

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SugarCRM

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Adaptive Insights

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Streak

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Anaplan

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Virtuous CRM

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Freshsales

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Pipeliner

Finance Leader

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

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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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Create helpdesk ticket

Create deal note

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Create task

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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

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Streamline strategic sales with an automated deal desk

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

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

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

Integrate Blackbaud Financial Edge 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 Blackbaud Financial Edge and Agile CRM and any other API, database, webhook, and more.

Blackbaud Financial Edge and Agile CRM integration + automation

Popular Blackbaud Financial Edge and Agile CRM integrations

Blackbaud Financial Edge and Agile CRM Connector Details

Blackbaud Financial Edge

Agile CRM

Tray.io is the leader in low-code automation

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