Universal Connector

Insightly and Octiv integration + automation

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

Insightly and Octiv Connector Details

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Insightly

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create contactDelete contactGet contactList contact custom fieldsList contact relationshipsList contactsList countriesList organisationsSearch contactsUpdate contact
UsesSales
CategorySales Enablement
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Octiv connector available at the moment.

To get data in and out of Octiv, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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
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