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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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ConnectWise

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Zoho CRM

Canvas

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Docebo

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Virtuous CRM

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Freshsales

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Pipeliner

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Aircall

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Dynamo

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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OpenSesame

Learning Management Systems (LMS)

Create helpdesk ticket

Create deal note

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Create task

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Get company

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List tracks DDL

Update a contacts properties (not including tags, star or lead values)

Update contact

Update company properties (not including tags, star or lead values)

Update company

Create company

Delete contact (company) note

Delete deal

Retrieve a list of tasks. Can be filtered if required.

List tasks

List criteria types DDL

Update deal note

Get task

Create deal

Create contact

Create note and relate it to a contact/company

Create contact note

List notes by contact

List property subtypes DDL

List ticket filter IDs DDL

Retrieve a list of helpdesk tickets. Can be filtered if required.

List helpdesk tickets

Delete contact

List companies

Delete company

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Get contact

List contacts

Agile CRM 1

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Heavy-duty Agile CRM use cases

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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The ultimate guide to automating the entire lead lifecycle

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Aberdeen Report: Marketing technology—controlling the chaos

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Customer Relationship Management (CRM)

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Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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

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

Integrate OpenSesame and Agile CRM with any SaaS application or service using the Tray Platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to OpenSesame and Agile CRM and any other API, database, webhook, and more.

OpenSesame and Agile CRM integration + automation

OpenSesame and Agile CRM Connector Details

Popular OpenSesame and Agile CRM integrations

OpenSesame and Agile CRM templates