Agile CRM and Jotform integration + automation

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

Agile CRM and Jotform Connector Details

AgileCRM logo

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...
Jotform

Jotform

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UsesMarketing, All
CategorySurveys and Forms
Triggers
List webhooksOn webhookList forms DDL
Connector TypeTray Connector
Operations
List form questionsRaw HTTP request (advanced)Create formCreate new questions for formDelete formDelete form questionDelete submissionGet formGet submissionList form submissionsList formsList subusers
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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

Tray.io is the leader in low-code automation

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