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Salesforce

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Microsoft Dynamics 365

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Salesforce Pardot

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HubSpot

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ServiceNow

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Klaviyo

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Lever

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Listrak

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Act-On

Zendesk Sell

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Acoustic Campaign

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Remarkety

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

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Pipedrive

List sequences

List sequences DDL

List subscriber fields DDL

List tags DDL

Retrieve a list of tags by subscriber ID.

List tags by subscriber

Remove tag

Remove tag by email

Unsubscribe email address from forms and sequences (courses).

Unsubscribe email

Get subscriber

Retrieve the metadata of a subscriber field.

Get subscriber field

Retrieve a list of custom fields for the account.

List custom fields

List custom fields DDL

List forms

List forms DDL

Get purchase

List purchases

Create form subscriber

Add subscriber to a sequence (course) by email.

Create sequence subscriber

Create tag

Returns the name and the primary email address of the current account.

Get current account

Retrieve a list of all subscribers. Can be filtered if required.

List subscribers

Retrieve list of subscriptions by form ID.

List subscriptions by form

Retrieve list of subscriptions by sequence (course) ID.

List subscriptions by sequence

Retrieve list of subscriptions by tag ID.

List subscriptions by tag

List tags

Update subscriber

Convertkit 1

Integrations

Convertkit integrations made easy

Convertkit 2

Automation

Powerful Convertkit automation

Convertkit 3

Use cases

Convertkit automation for power users

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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?

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

ConvertKit

Marketing Automation Platform (MAP)

Create helpdesk ticket

Create deal note

List notes by deal

List milestones DDL

Update task

Create task

Update deal

Get company

List deals

List tracks

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

Agile CRM 1

Integrations 

Easy Agile CRM integrations

Agile CRM 2

Automation 

Easy Agile CRM automation

Agile CRM 3

Use cases 

Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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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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Sales

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Agile CRM

Customer Relationship Management (CRM)

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Product - Experiences

Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Your journey to automation excellence starts here

Resources

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TUAC Resources Customer Spotlight

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

See all our connectors (Tertiary)

Similar connectors to ConvertKit and Agile CRM

Tray.io is the leader in low-code automation

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

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

Integrate ConvertKit 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 ConvertKit and Agile CRM and any other API, database, webhook, and more.