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Salesforce

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Microsoft Dynamics 365

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

GoToWebinar

GoTo Webinar

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

Add owner to group

Get group

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)

Add tab to channel

List channel tabs DDL

List group owners DDL

List groups DDL

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

Update group

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

Add member to group

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

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

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

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

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

List user teams

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

Update adaptive card

Update channel

Update channel tab

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

Vox Media is on the Tray platform

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

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business-automation

GDPR compliance for US companies: What you need to know

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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

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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David Dorman of Digital Ocean works with Tray.io

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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

Tray is the leading AI ready integration and automation platform

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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

Popular Microsoft Teams and Agile CRM integrations

Microsoft Teams and Agile CRM templates