Capsule CRM and Dynamo integration + automation

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

Capsule CRM and Dynamo Connector Details

Capsule CRM

Capsule CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Update partyCreate opportunityCreate partyDelete opportunityGet milestoneGet opportunityGet partyList countriesList custom fieldsList custom titlesList lost reasonsList milestones
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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Get sql viewDelete instanceGet entity instance countCreate instanceGet entity schemaGet instanceList entitiesList entity propertiesList instancesList schemasList sql viewsList views
View documentation

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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