Zoho CRM and Box integration + automation

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

Zoho CRM and Box Connector Details

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
UsesMarketing, All
CategoryContent Collaboration Software
Triggers
List trigger events DDLWebhook
Connector TypeTray Connector
Operations
Copy fileCreate folderCreate metadata instance on fileCreate metadata instance on folderDelete fileDownload fileGet file informationGet folder informationGet metadata instance on fileGet metadata instance on folderGet metadata templateList folder items
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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