# Agile CRM integrations: contacts and companies

> Create a contact, create a company and create a deal in Agile CRM. Connect Agile CRM to the rest of your sales stack with Tray.ai.

**Canonical page:** https://tray.ai/connectors/agile-crm-integrations/
**Categories:** Sales
**Connects through:** HTTP Connector

## Overview

Agile CRM is a customer relationship manager for small businesses that covers contacts, companies, deals, tasks, email campaigns and a help desk in one app. Tray.ai connects to Agile CRM through the HTTP Connector, so your workflows can call the Agile CRM API alongside the rest of your stack.

## Use cases

### Contacts

Read, create, update, and delete contacts in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as list contacts and get a contact.

- List contacts
- Get a contact
- Create a contact

### Companies

Read, create, update, and delete companies in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as list companies and create a company.

- List companies
- Create a company
- Update a company

### Deals

Read, create, update, and delete deals in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as list deals and create a deal.

- List deals
- Create a deal
- Update a deal

### Tasks

Read, create, update, and delete tasks in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as list tasks and create a task.

- List tasks
- Create a task
- Update a task

### Notes

Read and create notes in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as add a note to a contact and list notes for a contact.

- Add a note to a contact
- List notes for a contact

### Tickets

Read, create, and delete tickets in Agile CRM from any Tray.ai workflow. The Agile CRM API covers calls such as list tickets and create a ticket.

- List tickets
- Create a ticket
- Delete a ticket

## Challenges Tray.ai solves

### Keeping Agile CRM credentials out of logs

A raw API call usually means pasting a key or token into the request, where it ends up in step inputs, logs, and screenshots.

**How Tray.ai helps:** Store Agile CRM credentials once as a Tray.ai authentication and reference them from the HTTP Connector. Tray.ai masks authentication values in logs, so the secret never shows up in a step's input or output.

### Going from the Agile CRM API docs to a working call

Translating an example request from API docs into a workflow step means copying the method, URL, headers, and body by hand.

**How Tray.ai helps:** Paste a cURL example from the Agile CRM API docs into the HTTP Connector and Tray.ai fills in the method, URL, headers, and body for you.

### Handling files and non-JSON responses

Not every API answers in JSON. Some return XML, files, or binary data, or expect a multipart upload.

**How Tray.ai helps:** The HTTP Connector parses JSON and XML responses, returns files you can pass to the next step, and sends multipart form data for uploads.

## Frequently asked questions

### Does Tray.ai connect to Agile CRM?

Yes. Tray.ai connects to Agile CRM through the HTTP Connector, which calls the Agile CRM API directly. Any call the Agile CRM API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Agile CRM?

The Agile CRM API uses basic authentication. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Agile CRM connector?

Agile CRM runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Agile CRM connector from the Agile CRM API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/