Capsule CRM and Yext integration + automation

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

Capsule CRM and Yext 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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UsesMarketing
CategorySocial Media Management
Connector TypeTray Connector
Operations
List reviewsRaw HTTP request (advanced)Create reportGet accountGet entityGet max datesGet reviewList accountsList entitiesList listingsList publishers
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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