Microsoft Sharepoint and Agile CRM integration + automation

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

Microsoft Sharepoint and Agile CRM Connector Details

Microsoft Sharepoint

Microsoft Sharepoint

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UsesAll
CategoryCollaboration
Connector TypeTray Connector
Operations
Update drive item propertiesCreate folderCreate itemDelete drive itemDownload fileGet itemGet list itemGet siteList list itemsList site drivesList site listsList sites
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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...

By connecting our growth stack, we personalized messaging at scale for hundreds of thousands of customers and doubled our engagement rates.

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New Relic

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