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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

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ServiceNow

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Lever

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Aircall

Zendesk Sell

Jira

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Microsoft Outlook

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SalesforceIQ

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Slack

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Mindbody

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Notion

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Pipedrive

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Miro

Jive

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Pipeliner

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Huddle

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Freshsales

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Dynamo

Update drive item properties

Create a new folder in a Drive with a specified parent item or path.

Create folder

Create item

Delete a DriveItem by using its ID or path. Note that deleting items using this method will move the items to the recycle bin instead of permanently deleting the item.

Delete drive item

Download file

Get item

Get list item

Get site

List list items

List site drives

List site lists

List site lists DDL

List sites

List sites DDL

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

Raw HTTP request (advanced)

Return a collection of files and folders in the children relationship of a DriveItem.

List children

List list items fields DDL

List site drives DDL

Move item

Upload file

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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

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

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Microsoft Sharepoint

Collaboration

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 automation

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Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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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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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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Agile CRM

Customer Relationship Management (CRM)

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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

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

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.

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

Microsoft Sharepoint and Agile CRM integration + automation

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Agile CRM

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