Universal Connector

Onsite CRM and Anaplan integration + automation

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

Onsite CRM and Anaplan Connector Details

Onsite CRM

Onsite CRM

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UsesSales
CategoryCustomer Relationship Management (CRM)
Connector TypeUniversal Connector

Minor Configuration Required

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

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

Anaplan logo

Anaplan

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UsesFinance and Accounting, Sales
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Delete uploaded fileDownload fileGet deletion task statusGet export metadataGet export task statusGet import metadataGet import task statusGet modelGet process task statusList deletion actionsList deletion tasksList exportsand 1 more...
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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
Udemy

Tray.io is the leader in low-code automation

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