Zoho CRM and Close integration + automation

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

Zoho CRM and Close 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
UsesSales
CategoryContact Management
Connector TypeTray Connector
Operations
Get userUpdate leadGet leadDelete contactList usersCreate leadCreate contactDelete leadList contactsGet contactUpdate contactList leads
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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