Agile CRM and Drift integration + automation

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

Agile CRM and Drift Connector Details

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Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
UsesCustomer Success and Support, All, Sales
CategoryCustomer Success and Support
Connector TypeTray Connector
Operations
Add tag to contactGet contactList contact's tagsList contactsList conversation messagesList conversationsRaw HTTP request (advanced)
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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

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