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Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

Zoho CRM - Icon

Zoho CRM

ConnectWise - Icon

ConnectWise

Mindbody - Icon

Mindbody

Facebook - Icon

Facebook

Copper - Icon

Copper

Pipedrive - Icon

Pipedrive

SugarCRM - Icon

SugarCRM

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Streak

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Virtuous CRM

Instagram - Icon

Instagram

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Pipeliner

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Dynamo

Freshsale

Freshsales

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Hootsuite

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Aircall

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Insightly

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Capsule CRM

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

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The ultimate guide to automating the entire lead lifecycle

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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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Marketing

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Agile CRM

Customer Relationship Management (CRM)

Create ad campaign

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Update ad campaign

Add or remove multiple companies from a DMP Segment. Can only be used with DMP segments where type is set to Company.

Batch modify DMP segment companies

Add or remove multiple users from a DMP Segment. Can only be used with DMP segments where type is set to User.

Batch modify DMP segment users

Create DMP segment

Get DMP segment

Get ad account

Get ad campaign

Get information about the currently authenticated member.

Get current member

Get an individual lead form using the lead form ID.

Get lead form

Get lead form response

Retrieve a member's organization access control information.

Get member organization access control information

Get organization details by URN

List account IDs DDL

List account names DDL

List account references DDL

List accounts

List accounts urn DDL

List ad campaign names DDL

List ad campaigns

List ad campaigns DDL

List ad campaigns urn DDL

List ad target facet types DDL

List ad targeting facets

List ad targeting facets DDL

Returns key insights on performance (e.g. clicks, impressions, ad spend) and demographics information (e.g metrics by demographic values) at the account, campaign, and creative (sponsored content) levels.

List ads analytics

List campaign group IDs DDL

List campaign groups

List campaign groups urn DDL

List dmp segments DDL

List industry codes DDL

Returns a list of organizations matching a vanity name.

List organizations by vanity name

List region codes DDL

List targeting facets for options DDL

Update DMP segment

LinkedIn1

Integrations

Make LinkedIn Ads integrations easy

LinkedIn2

Automation

LinkedIn Ads automation for any use case

LinkedIn3

Use cases

Next-level LinkedIn Ads automated processes

LinkedIn 4

With CRM

LinkedIn and CRM integrations

LinkedIn 5

Bullhorn + more

Seamless recruiting operations at scale

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LinkedIn

Social Media Management

See all our connectors (Tertiary)

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Tray is the leading AI ready integration and automation platform

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Our interactive tour walks you through the Tray platform, showing you how integrations and automations work together to optimize your operations - on your own time, no pressure.

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

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

Integrate Agile CRM and LinkedIn 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 Agile CRM and LinkedIn and any other API, database, webhook, and more.