Velocify and Close integration + automation

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

Velocify and Close Connector Details

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Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
View documentation
UsesSales
CategoryContact Management
Connector TypeTray Connector
Operations
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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
Udemy

Tray.io is the leader in low-code automation

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