Universal Connector

Onsite CRM and Close integration + automation

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

Onsite CRM and Close Connector Details

Onsite CRM

Onsite CRM

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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.

CategoryContact Management
Connector TypeTray Connector
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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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

Tray.io is the leader in low-code automation

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