Zoho CRM and Act-On integration + automation

Zoho CRM and Act-On integrations couldn’t be easier with the Tray Platform’s robust Zoho CRM and Act-On connectors, which can connect to any service without the need for separate integration tools.

Zoho CRM and Act-On Connector Details

Zoho CRM

Zoho CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records
View documentation
UsesMarketing
CategoryMarketing Automation Platform (MAP)
Connector TypeTray Connector
Operations
Create contact recordDelete contact recordGet contact recordGet contact record fact and score dataGet listGet message reportGet message report drilldownGet upsert upload statusOpt in / Opt out email from multiple subscription categoriesList all listsList messagesList subscription categories
View documentation

The Tray Platform 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
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