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Salesforce

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Microsoft Dynamics 365

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Microsoft Sharepoint

Zendesk Sell

Jira

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Slack

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Microsoft Outlook

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Zoho CRM

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Notion

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ConnectWise

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Zoom

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Copper

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Mindbody

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Cisco Webex

GoToWebinar

GoTo Webinar

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Pipedrive

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Streak

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SugarCRM

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Huddle

Adds a member to an Office 365 group (unified), a dynamic group or security group.

Add member to group

Adds an owner of an Office 365 group (unified), a dynamic group or security group.

Add owner to group

Get group

Returns a list of teams that a specific user is a member of.

List user teams

List user teams DDL

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

Raw HTTP request (advanced)

Removes a member from an Office 365 group (unified), a dynamic group or security group.

Remove member from group

Removes an owner from an Office 365 group (unified), a dynamic group or security group.

Remove owner from group

Remove tab from channel

Returns a list of items in the group's OneDrive according to search criteria.

Search group OneDrive items

Unarchive team

Add tab to channel

Archive team

Clones a team and its corresponding group.

Clone team

Create adaptive card

Creates a new channel in a Microsoft Team.

Create channel

Create chat message

Creates an Office 365 group (unified), a dynamic group or security group.

Create group

Delete channel

Delete group

Get channel

Returns information about a specific tab.

Get channel tab

Returns an item from the group's OneDrive.

Get group OneDrive item

Returns information about a notebook associated with a group.

Get group notebook

Get signed in user

Get user

List channel tabs

List channel tabs DDL

Returns a list of channels for a specific group.

List channels

List channels DDL

Returns a list of members for a specific group.

List group members

List group members DDL

Returns a list of notebooks associated with a group.

List group notebooks

Returns a list of owners of a specific group.

List group owners

List group owners DDL

Returns a list of plans associated with a group.

List group plans

Returns a list of groups (an AD group, Office 365 group, a team group, a dynamic group or a security group).

List groups

List groups DDL

Returns a list of users in the organizatiobn.

List organization users

List organization users DDL

Return information about groups that have recently been created, updated, or deleted.

List recently modified groups

Returns a list of apps installed in the team.

List team apps

Update adaptive card

Update channel

Update channel tab

Updates an Office 365 group (unified), a dynamic group or security group.

Update group

Update team

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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

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

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Microsoft Teams

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

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Integrations 

Easy Agile CRM integrations

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Automation 

Easy Agile CRM automation

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Use cases 

Heavy-duty Agile CRM use cases

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How to Automate Lead-to-Account Matching

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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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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 Microsoft Teams and Agile CRM

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

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

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

Microsoft Teams and Agile CRM integration + automation

Microsoft Teams and Agile CRM Connector Details

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