Universal Connector

Capsule CRM and Pegasystems integration + automation

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

Capsule CRM and Pegasystems 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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Pegasystems logo

Pegasystems

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Pegasystems connector available at the moment.

To get data in and out of Pegasystems, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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