Agile CRM and Namely integration + automation
Agile CRM and Namely integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Namely connectors, which can connect to any service without the need for separate integration tools.
Popular Agile CRM and Namely integrations
Agile CRM and Namely Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Connector TypeTray Connector
Operations
View documentationCreate profileList profiles Get profileUpdate profile
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.
