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Salesforce

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Microsoft Dynamics 365

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ServiceNow

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Lever

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KROW.ai

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Agile CRM

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SalesforceIQ

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Mindbody

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Insightly

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Dynamo

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Pipeliner

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ConnectWise

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Copper

Get candidate

Get job

Return a list of the activity stream of the given candidate.

List candidate activities

List candidates

List candidates DDL

List jobs

List jobs DDL

List members

List members DDL

Return a list of of your recruitment pipeline stages.

List stages

List stages DDL

Move candidate

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

Raw HTTP request (advanced)

All-in-one recruiting software for ambitious companies; providing powerful online tools to source and manage candidates, 
wrapped up in an interface that teams actually like to use.

Trigger workflows from events that occur via a webhook.

Webhook

Workable

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Integrate Workable to scale talent sourcing

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Automate Workable to spur rapid hiring growth

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Robust + efficient recruiting at scale

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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Applicant Tracking System (ATS)

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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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.

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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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Aberdeen Report: Marketing technology—controlling the chaos

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

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

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

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

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Zoho CRM

Customer Relationship Management (CRM)

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Universal Automation Cloud

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

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

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

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