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Agile CRM and Yodiz integration + automation

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

Agile CRM and Yodiz Connector Details

AgileCRM logo

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
CategoryProject Management
Connector TypeTray Connector

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.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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