Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Zendesk Sell

ConnectWise-icon-color

ConnectWise

Pipedrive - Icon

Pipedrive

SugarCRM - Icon

SugarCRM

Mindbody - Icon

Mindbody

Copper - Icon

Copper

Streak-icon-color

Streak

Freshsale

Freshsales

Lever - Icon

Lever

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Pipeliner-icon-color

Pipeliner

Dynamo-icon-color

Dynamo

Aircall - Icon

Aircall

Vtiger - Icon

Vtiger

Insightly-icon-color

Insightly

Benchmark

Add workflow comment

Create record

Create record attachment

Create workflow

Create workflow async

Delete record

Download workflow document

Retrieves the information on a specified asynchronous workflow launch job.

Get async workflow launch status

Retrieves the schema of a published workflow.

Get published workflow schema

Get published workflow schema for launch DDL

Retrieve the information of a specific record with the given ID.

Get record

Get record attachment

Get record property

Retrieve the metadata used for the records.

Get records metadata

Retrieves information about the workflow with the given ID.

Get workflow

Get workflow field

List record attachments DDL

List record properties DDL

List record types DDL

Retrieve the information of all the records.

List records

List records DDL

List specific record properties DDL

List workflow approval user DDL

Retrieves a list of approvals for a workflow during the Review step.

List workflow approvals

List workflow approvals DDL

Retrieves a list of workflow fields with relative schema path values.

List workflow fields

List workflow fields DDL

Retrieves either all completed workflows, or all incomplete workflows.

List workflows

List workflows DDL

Perform a raw HTTP request with some pre-configuration and processing by the connector, such as authentication.

Raw HTTP request (advanced)

Completely overwrite the contents of a specific record.

Replace record

Makes or clears an approval in a workflow during the Review step.

Set/unset an approval in a workflow

Update a specific record by partially changing its attributes.

Update record

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

new-workflow-template-create-slack-notifications-for-zuora-events blog post cover image

new-workflow-template-create-slack-notifications-for-zuora-events

Optimize your events with Zuora-Slack integration

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

recurly-color-logo

Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

sales-operations-best-practices blog post cover image

sales-operations-best-practices

How to close the sales revenue gap

Connector Department - Finance and Accounting - Cards

Vestorly - Full - Dark

Vestorly - Jonathan Tartell

Finance and Accounting

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

case-study-travel-leader

Travel and hospitality leader positions itself for powerful revenue growth

monthly-platform-demo 2x

Tray Platform group demo every 3rd Thursday at 10am PT

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

Connector Department - Vertical - Cards

ANONYMOUS  - Travel leader

Vertical

Ironclad - Icon

Ironclad

Contract Management

Convert lead

Creates a new entity and inserts it into a module.

Create specific record

Creates new records or updates existing ones.

Create/Update records

Delete records

Gets information about the current organization

Get organization

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 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

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

The State of Marketing technology eBook by Tray.io

tray-aberdeen-report-marketing-tech

Aberdeen Report: Marketing technology—controlling the chaos

BLOG - Hot Topic

Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

Jellyvision - Card

Jellyvision improves lead response speed, conversions, and win rate with automation

segment-color-logo

Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Zoho CRM - Icon

Zoho CRM

Customer Relationship Management (CRM)

Get Started

Header CTA (Get Started)

Product - Experiences

Product - Capabilities

Product - Platform Features

See Pricing / see packages

TUAC Platform Menu Packaging CTA - Option B

Enabling your entire organization to deliver on the promise of automation

Universal Automation Cloud

IBM - White - Full

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

Ironclad and Zoho CRM integration + automation

Popular Ironclad and Zoho CRM integrations

Ironclad and Zoho CRM Connector Details

Ironclad

Zoho CRM

Tray.io is the leader in low-code automation

Similar connectors to Ironclad and Zoho CRM

Try Tray today and see for yourself. No strings attached.