Velocify and Huddle integration + automation

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

Velocify and Huddle 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
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UsesAll, Sales
CategoryCollaboration
Connector TypeTray Connector
Operations
Get account IDCreate document for uploadingDelete DocumentList folder documents & foldersUpload documentDownload DocumentCopy documentCreate documentCreate FolderCreate or Update FolderCreate workspaceGet Documentand 4 more...
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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
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