NetSuite and Zoho CRM integration + automation

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

NetSuite and Zoho CRM Connector Details

Oracle NetSuite

NetSuite

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UsesFinance and Accounting, HR
CategoryERP Systems
Connector TypeTray Connector
Operations
Create recordDelete recordExecute SuiteQL (advanced query)Filter Records (advanced search query)Find recordsGet recordList record fieldsList record typesTransform recordUpdate recordUpsert recordList field options
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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
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

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