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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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LinkedIn

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Lever

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Aircall

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SalesforceIQ

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Facebook

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Mindbody

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Pipedrive

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Insightly

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Dynamo

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Pipeliner

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Zoho CRM

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

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Easy Agile CRM integrations

Agile CRM 2

Automation 

Easy Agile CRM automation

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Use cases 

Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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The ultimate guide to automating the entire lead lifecycle

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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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Customer Relationship Management (CRM)

Get media object insights

Get fields and edges on an Instagram business or creator account.

Get instagram user

Returns the IG user connected to the Facebook page.

Get instagram user by page

Get media object

Get story

List media

List the Facebook pages which are managed by this account. Useful to find Instagram account if multiple pages are managed.

List pages managed

List stories

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP Request (Advanced)

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Instagram

Social Media Management

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

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

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