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Zoho CRM and Copper integration + automation
The Tray Platform’s flexible, low-code platform enables anyone to easily integrate every app in their stack so they can automate any business process. Start innovating today.
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Zoho CRM and Copper Solutions
Uses
Marketing, Sales
Business professionals that want to integrate Zoho CRM with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.
Integrate with any app with our unique Universal Connector
Easily use our drag-and-drop workflow builder
Partner with our CS team and receive hands-on Zoho CRM support
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Zoho CRM
Connection Type
Tray Connector
Triggers
Manual
Scheduled
Webhook
Operations
Convert lead
Create specific record
Create/Update records
Delete records
Get organization
Copper
Connection Type
Tray Connector
Triggers
Webhook (advanced)
Webhook (advanced)
Operations
Activity exists?
Are leads enabled?
Company exists?
Create activity
Create company
