Agile CRM and Paylocity integration + automation

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

Agile CRM and Paylocity Connector Details

AgileCRM logo

Agile CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Paylocity

Paylocity

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UsesHR
CategoryHuman Resources Information Systems (HRIS)
Connector TypeTray Connector
Operations
Get company specific schemaAdd employee to onboardingCreate employeeCreate/Update primary state taxCreate local taxCreate staged employeeCreate/Update earningCreate/Update employee benefit setupCreate/Update non-primary state taxDelete earningDelete local taxGet employee
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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
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