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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

Zendesk Sell

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Microsoft Sharepoint

Jira

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Slack

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Microsoft Outlook

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ConnectWise

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Zoho CRM

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Notion

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Zoom

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Copper

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Pipedrive

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Mindbody

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SugarCRM

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Huddle

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Streak

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Virtuous CRM

Create message

Create space

Add either a user or the calling app to a Google Chat space.

Create space member

Retrieve a list of all the messages in a space.

List messages

Retrieve a list of all spaces the caller or authenticated user is a member of.

List spaces

List spaces DDL

List threads DDL

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

Raw HTTP request (advanced)

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How Automation is Changing the Face of Business

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

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GDPR compliance for US companies: What you need to know

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Google Chat

Collaboration

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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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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Sales

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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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Marketing

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Agile CRM

Customer Relationship Management (CRM)

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Similar connectors to Google Chat and Agile CRM

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

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

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

Google Chat and Agile CRM integration + automation

Google Chat and Agile CRM Connector Details

Popular Google Chat and Agile CRM integrations

Google Chat and Agile CRM templates