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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Salesforce Pardot

Zendesk Sell

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Lever

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Klaviyo

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Listrak

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Agile CRM

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Act-On

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Remarkety

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Acoustic Campaign

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

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Pipedrive

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

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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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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)

Check if a contact with an email address exists.

Contact exists with email?

Create blog post

Create contact list

Create a CRM object with the given properties and return a copy of the object, including the ID. Please define a schema in advance using the 'Create object schema' operation.

Create custom object

Creates and tracks deals in HubSpot. It also allows you to connect HubSpot with an external CRM or other sales management software.

Create deal

Get owner

List comments DDL

List contact lists DDL

List contact properties DDL

List contacts DDL

List crm object types DDL

List folder paths DDL

List line item properties DDL

List line items DDL

List meeting engagement properties DDL

List meeting engagements DDL

List note engagement properties DDL

List properties DDL

List property groups DDL

List subscription types DDL

List ticket properties DDL

List tickets DDL

Search objects

Update a CRM object. The values assigned to 'Properties' can be cleared by passing an empty string.

Update custom object

Update an email address' email type subscription status or permanently unsubscribe an email address from all subscriptions.

Update subscription status

List owners DDL

Delete contact list

Add contact to company

Add contact records that have already been created in the system to a contact list. You can either specify their email addresses or their IDs.

Add contact to list

Move a specified property to the recycling bin.

Archive property

Cancel marketing event (beta)

Move a specified property group to the recycling bin.

Archive property group

Associate crm objects

Associate a custom object with another object.

Associate custom object

Create a group of line items in your HubSpot account.

Batch create line items

Create a group of products in your HubSpot account.

Batch create products

If multiple contacts already exist update their data. Create new contacts if they do not i.e. Upsert

Batch create/update contact

Delete a group of line items from your HubSpot account.

Batch delete line items

Delete a group of products from your HubSpot account.

Batch delete products

Batch update companies

Update a group of deals in your HubSpot account.

Batch update deals

Update a group of line items in your HubSpot account.

Batch update line items

Update a group of products in your HubSpot account

Batch update products

Using the Event ID calculate the attendance duration for all attendees and update said attendees timeline entries.

Calculate attendance duration at event for all attendees

Create call engagement

Create company

Create contact

Create an email with the given properties.

Create email engagement

Create a line item in your HubSpot account.

Create line item

Create marketing event (beta)

Create a meeting with the given properties.

Create meeting engagement

Create note engagement

Define a new object schema, along with custom properties and associations.

Create object schema

Create a product in your Hubspot account.

Create product

Create property

Create a new property group for an object type.

Create property group

Create task engagement

Create ticket

If contact already exists update their data. Create a new contact if not i.e. Upsert

Create/update contact

If a marketing event already exists update the data. Create a new marketing event if it does not i.e. Upsert

Zoho CRM and HubSpot integration + automation

Popular Zoho CRM and HubSpot integrations

Zoho CRM and HubSpot Connector Details

Zoho CRM

HubSpot

Tray.io is the leader in low-code automation

Similar connectors to Zoho CRM and HubSpot

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