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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Microsoft Office 365

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Lever

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Aircall

Zendesk Sell

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SalesforceIQ

Google Drive - Icon

Google Drive

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G Suite

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Microsoft OneDrive

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Mindbody

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Dropbox

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Pipedrive

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Pipeliner

Freshsale

Freshsales

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PandaDoc

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Dynamo

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Insightly

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ConnectWise

Creates an empty google document with a given title

Create empty document

Replaces all instances of text matching a given criteria.

Find and replace

Get document

Updates a google document with given fields

Update document

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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business-automation

GDPR compliance for US companies: What you need to know

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Google Docs

Content Collaboration Software

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

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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

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?

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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Marketing

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Agile CRM

Customer Relationship Management (CRM)

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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

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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

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

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Tray.io is the leader in low-code automation

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

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

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

Google Docs and Agile CRM integration + automation

Popular Google Docs and Agile CRM integrations

Google Docs and Agile CRM Connector Details

Google Docs

Agile CRM

Tray.io is the leader in low-code automation

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