Convert lead, Create specific record, Create/Update records, Delete records, Get organization, Get record, Get user, List convertable modules DDL, List creatable modules DDL, List deletable modules DDL
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.
Up-level your customer engagement and take full control of your CRM and business communications data with powerful Dialpad + Zoho CRM integrations on the Tray Platform. Our low-code platform empowers anyone to quickly stand up robust integrations, without relying on IT. Just use our intuitive, 100% visual interface to drag and drop together Zoho CRM, Dialpad, and any other go-to application in your tech stack.
You’ll need more than just Zoho CRM + Dialpad connectors to seamlessly flow your cloud communications and CRM data wherever you need. The Tray Platform lets you bi-directionally sync any data source at the API level, including flat files (such as CSVs), email, FTP, webhooks, and any cloud software—even using data within custom fields.
And why stop with integrations? You can maximize productivity and save hours of manual work with custom, multi-step Zoho CRM + Dialpad automation. Design and deploy automated workflows to grow pipeline, drive lead conversion, and hyper-personalize communications across all customer-facing channels.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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