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Salesforce

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Microsoft Dynamics 365

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ServiceNow

LivePerson LiveEngage

LivePerson

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Lever

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Agile CRM

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Aircall

Zendesk Sell

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SalesforceIQ

Retention Rocket

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Zendesk

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Mindbody

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Pipedrive

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Freshdesk

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Intercom

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Gainsight

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Pipeliner

Freshsale

Freshsales

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Insightly

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Dynamo

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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Conversocial

Creates a new entity and inserts it into a module.

Create specific record

Convert lead

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

Get record

Get user

Checks if the user can convert a record in the current module.

List convertable modules DDL

Checks if the user can create a record in the current module.

List creatable modules DDL

Checks if the user can delete a record in the current module.

List deletable modules DDL

Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.

List fields DDL

List record IDs DDL

Returns the list available records from a module.

List records

List upsertable modules DDL

List / filter users found in Zoho account 

List users

Checks if the user can view a record in the current module.

List viewable modules DDL

Update records

Updates information about a specific record.

Update specific record

Returns a list of records matching the search criteria.

Search records

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

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Aberdeen Report: Marketing technology—controlling the chaos

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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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Zoho CRM

Customer Relationship Management (CRM)

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Product - Capabilities

Product - Platform Features

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Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

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IBM gets 95% boost in data delivery and reporting using the Tray.io Universal Automation Cloud

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

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Mixpanel accelerates mission-critical order-to-cash process by 25%

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Resources - Success

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Your journey to automation excellence starts here

Resources

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Eventbrite accelerates high-quality integration delivery at scale and lifts customer satisfaction

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Tray.io is the leader in low-code automation

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Conversocial and Zoho CRM integrations couldn’t be easier with the Tray Platform’s robust Conversocial and Zoho CRM connector, which connects any services without the need for separate integration tools.

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

Integrate Conversocial and Zoho 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 Conversocial and Zoho CRM and any other API, database, webhook, and more.

Conversocial and Zoho CRM integration + automation

Popular Conversocial and Zoho CRM integrations

Conversocial and Zoho CRM Connector Details

Conversocial

Zoho CRM

Tray.io is the leader in low-code automation

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