Universal Connector
Agile CRM and SDL integration + automation
Agile CRM and SDL integrations couldn’t be easier with the Tray platform’s robust Agile CRM and SDL connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and SDL Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Minor Configuration Required
There is currently no pre-built and ready to use SDL connector available at the moment.
To get data in and out of SDL, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.
Tray 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.
