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Salesforce

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Microsoft Dynamics 365

Salesforce Pardot - Icon

Salesforce Pardot

HubSpot - Icon

HubSpot

ServiceNow - Icon

ServiceNow

Klaviyo - Icon

Klaviyo

Lever - Icon

Lever

Listrak - Icon

Listrak

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Agile CRM

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Salesforce Marketing Cloud

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ActiveCampaign

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Aircall

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Act-On

Zendesk Sell

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Acoustic Campaign

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Remarkety

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SalesforceIQ

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Marketo

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Mindbody

MailChimp

Mailchimp

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

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How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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Sales ops best practices

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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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Sales

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The ultimate guide to automating the entire lead lifecycle

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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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

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Zoho CRM

Customer Relationship Management (CRM)

List editable fields by object type DDL

Creates an email from the raw HTML code you provide in the 'HTML content' input property.

Create an email

List email folders DDL

List account contact and custom objects DDL

List custom objects DDL

List external asset types DDL

List import priorities DDL

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

Raw HTTP request (advanced)

Upload data for a contact import definition.

Upload data for contact import definition

Create account

Create activity export

Create activity import

Create an external activity for a contact.

Create an external activity

Create contact

Create contact export definition

Create contact import definition

Creates a contact list that matches the criteria specified by the request body.

Create contact list

Creates a contact segment that matches the criteria specified by the request body.

Create contact segment

Creates a new contact sync action definition.

Create contact sync action

Create a custom object for use in your Eloqua account.

Create custom object

Create custom object data

Create external asset

Create landing page

Create sync

Delete activity export

Deletes a specific activity export definition's data.

Delete activity export data

Delete activity import

Deletes a specific activity import definition's data.

Delete activity import data

Delete a single contact export definition by its ID.

Delete contact export definition

Delete the data associated with a contact export definition.

Delete contact export definition data

Delete a single contact import definition by its ID.

Delete contact import definition

Delete the data associated with a contact import definition.

Delete contact import definition data

Deletes the specified contact sync action definition.

Delete contact sync action

Delete a custom object with a particular ID.

Delete custom object

Delete a particular data record for a custom object.

Delete custom object data

Delete external asset

Deletes sync data for a contact sync action definition.

Delete sync data for contact sync action definition

Get account

Get activity export

Retrieves an activity export's synced data.

Get activity export data

Get activity field

Get activity import

List activity exports DDL

Get bulk contact list

Get bulk contact segment

Get campaign

Get contact

Retrieve a single contact export definition by its ID.

Get contact export definition

Retrieves a contact export definition's synced data.

Get contact export synced data

Get contact field

Get contact filter

List contact lists DDL

Retrieve a single contact import definition by its ID.

Get contact import definition

Get contact list

Get contact segment

Retrieves a contact sync action definition.

Get contact sync action definition

List contact lists for name DDL

Get custom object

Get a particular data record for a custom object.

Get custom object data

Get email

Get event registrant

Get external activity

Get external asset

Retrieve a single lead scoring model by its ID.

Get lead scoring model

Get details about a user and the account that they're a member of.

Get login info

Get sync

Retrieves an export sync's data. This endpoint allows you to retrieve data from an export that you have sync'd more than once.

Get sync data

Get a list of Eloqua account fields. This is useful if you're working with creating & updating accounts.

Zoho CRM and Eloqua integration + automation

Popular Zoho CRM and Eloqua integrations

Zoho CRM and Eloqua Connector Details

Zoho CRM

Eloqua

Tray.io is the leader in low-code automation

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