Agile CRM and Twilio integration + automation

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

Agile CRM and Twilio Connector Details

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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...
UsesAll
CategoryTelephony
Triggers
Inbound SMS
Connector TypeTray Connector

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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