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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

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ServiceNow

Microsoft Sharepoint - Icon

Microsoft Sharepoint

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Lever

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Aircall

Zendesk Sell

Jira

Microsoft Outlook - Icon

Microsoft Outlook

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SalesforceIQ

Mindbody - Icon

Mindbody

Notion - Icon

Notion

Pipedrive - Icon

Pipedrive

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Miro

Jive

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Pipeliner

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Huddle

Freshsale

Freshsales

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Dynamo

Create helpdesk ticket

Create deal note

List notes by deal

List milestones DDL

Update task

Create task

Update deal

Get company

List deals

List tracks

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

Delete helpdesk ticket

Get contact

List contacts

Agile CRM 1

Integrations 

Easy Agile CRM integrations

Agile CRM 2

Automation 

Easy Agile CRM automation

Agile CRM 3

Use cases 

Heavy-duty Agile CRM use cases

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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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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Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Agile CRM

Customer Relationship Management (CRM)

Remove yourself (the authenticated user) from a conversation.

Leave conversation

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create a public or private channel-based conversation.

Create conversation

Pin a message, file, or file comment to a channel.

Create pin

Delete a pending scheduled message from the queue.

Delete scheduled message

Given a piece of text (e.g. an Account name in Salesforce), generate a Slack friendly channel name in the format "my-channel-name". You can then pass this directly to the "Create Channel" operation.

Generate channel name

Retrieve information about a conversation.

Get conversation info

Get details of a user in your Slack channel, using their unique ID.

Get user

Get user by email

Invite a user to a conversation in your Slack account. The calling user must be a member of the channel.

Invite user to conversation

List of all channel-like conversations in a workspace.

List conversations

List conversations DDL

List conversations non archived DDL

List filetypes DDL

Returns a list of pending scheduled messages.

List scheduled messages

List scheduled messages DDL

Get a list of all of the users in your Slack team.

List users

List users DDL

List users actual DDL

List users and conversations DDL

List conversations the calling user may access

List users conversations

Send a message that only a certain user can see in a public or private channel.

Send ephemeral message

Send an ephemeral response message using the response_url parameter provided by Slack slash commands and actions. This will only be visible by the user.

Send ephemeral response

Send message

Set the purpose for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation purpose

Set the topic for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation topic

Set profile

Unfurl one or more links in a Slack message, adding "attachments" that contain additional context to the message.

Unfurl message links

Update a message that's previously been sent. Useful when reacting to actions like buttons and menus.

Update message

Uploads or creates a file. Optionally share to users or channels. This operation requires a scope to be enabled in your authentication, either files:write (for new Slack apps) or files:write:user.

Upload file

Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.

When a specific event (e.g. a channel is created) occurs in your Slack account, automatically trigger the Tray workflow. NOTE: you can only tell us to listen for events that you have given Tray permission to listen for.

On Slack event

Receive notifications when your message buttons or menus are acted upon in Slack. NOTE: you'll need to point the message attachments to this workflow in the workflow where you're sending the original message.

On action (button or menu click)

Trigger a workflow from a Slash command in your Slack account. Tip: read the docs on this to learn how to set things up with Slash commands.

Agile CRM and Slack integration + automation

Popular Agile CRM and Slack integrations

Agile CRM and Slack Connector Details

Agile CRM

Slack

Tray.io is the leader in low-code automation

Similar connectors to Agile CRM and Slack

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