Microsoft Teams and Agile CRM integration + automation

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

Microsoft Teams
+
Agile CRM

Microsoft Teams and Agile CRM Solutions

Uses

All, Marketing, Sales

Business professionals that want to integrate Microsoft Teams with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Checkmark

    Integrate with any app with our unique Universal Connector

  • Checkmark

    Easily use our drag-and-drop workflow builder

  • Checkmark

    Partner with our CS team and receive hands-on Microsoft Teams support

niels-fogt-headshot-color

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

Niels Fogt Senior Director Growth
Microsoft Teams

Microsoft Teams

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Add member to group

Add owner to group

Add tab to channel

Archive team

Clone team

Agile CRM

Agile CRM

Connection Type

Tray Connector

Triggers

Manual

Scheduled

Webhook

Operations

Create company

Create contact

Create contact note

Create deal

Create deal note

What would you like to connect?