Infusionsoft and Zoho CRM integration + automation

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

Infusionsoft and Zoho CRM Connector Details

Infusionsoft

Infusionsoft

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UsesSales
CategoryCustomer Relationship Management (CRM)
Triggers
List hook event typesDelete hookFind hook by public URLList hooksWebhookVerify hook subscription
Connector TypeTray Connector
Operations
Add contact to campaign sequenceApply tags to contactCreate contactCreate or update contactDelete contactGet campaignGet contactGet contact modelGet tagList campaignsList contactsList tagged contacts
View documentation
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

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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