Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

ServiceNow - Icon

ServiceNow

Lever - Icon

Lever

AgileCRM-icon-color

Agile CRM

Aircall - Icon

Aircall

Zendesk Sell

SalesforceIQ-icon-color

SalesforceIQ

Retention Rocket

Zendesk-icon-color

Zendesk

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

Freshdesk-icon-color

Freshdesk

Intercom - Icon

Intercom

Gainsight - Icon

Gainsight

Pipeliner-icon-color

Pipeliner

Freshsale

Freshsales

Dynamo - Icon

Dynamo

Insightly-icon-color

Insightly

GatherUp - Icon

GatherUp

List services

List users

Export audit trail to csv

Get agent group

Get service

Get user

List agent groups

List audit trail records

List profiles

21-9-Hm-3

Curb customer churn with preemptive workflows

using-intercom-and-salesforce-to-personalize-your-selling blog post cover image

using-intercom-and-salesforce-to-personalize-your-selling

Learn how to prioritize customer support queues 

zendesk-color-logo

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

create-a-churn-risk-detection-system blog post cover image

create-a-churn-risk-detection-system

Finally, an answer to customer churn

how-to-integrate-nps-into-salesforce-crm 

How to integrate NPS into Salesforce CRM

Connector Department - Customer Success and Support - Cards

Vox Media - Full - Dark

Mike Atwood - Vox Media

Vox Media - Mike Atwood

Customer Success and Support

marketing tools by tray.io

How Automation is Changing the Face of Business

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

Streamline strategic sales with an automated deal desk

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

Vox Media is on the Tray platform

Vox Media connects and automates pre- and post-sales to streamline workflow

business-automation blog post cover image

business-automation

GDPR compliance for US companies: What you need to know

Connector Department - All - Cards

New Relic - Full - Dark

New Relic - Anonymous

LivePerson LiveEngage

LivePerson

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

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 

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

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

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)

Watch the demo CTA Item - Used in main nav

Navigation 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

logo - ibm

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

Customer Spotlight

UAC Solutions - By Team

UAC Solutions - By Use Case

TUAC Solutions - by application column - view all connectors CTA

UAC Solutions - By Application

A strategic platform with solutions for mission critical use cases

Solutions

Tuac Solutions Customer Spotlight: mixpanel cta item

Tuac Solutions Customer Spotlight: mixpanel cta

Mixpanel - White - Full

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Eventbrite

TUAC Resources Customer Spotlight

Eventbrite - White - Full

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

See all our connectors (Tertiary)

Similar connectors to LivePerson and Zoho CRM

Connector Awards

Tray.io is the leader in low-code automation

Details - Single & Double

"Request 1:1 demo" -> Demo LP [Primary style] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Demo Landing Page

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

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

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

LivePerson and Zoho CRM integration + automation

Popular LivePerson and Zoho CRM integrations

LivePerson and Zoho CRM Connector Details

LivePerson

Zoho CRM

Tray.io is the leader in low-code automation

Similar connectors to LivePerson and Zoho CRM

Discover the ultimate AI-powered iPaaS that supercharges your business with quick, seamless ecosystem integrations.