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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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LaunchDarkly

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Agile CRM

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Aircall

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Jira

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SalesforceIQ

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Quickbase

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WordPress

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GitLab

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GitHub

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Filemaker Pro

Jenkins

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Mindbody

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PagerDuty

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Pipedrive

Panaya

SFTP download

SFTP delete

FTP download

List all accessible files in a directory.

FTP list files

FTP move

FTP upload

Check whether a file exists with partial or full file name.

SFTP check file exists

SFTP list files

SFTP upload

FTP delete

List all accessible subdirectories in a directory.

SFTP list directories

Move (or rename) a file using SFTP (ssh).

SFTP move

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How to integrate MongoDB

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How to integrate PostgresSQL

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How to integrate Amazon Redshift

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Learn How to Automate Your CSV and Flat File Management

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Developers

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FTP Client

Developer Tools

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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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?

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

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

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

FTP Client and Zoho CRM integration + automation

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Zoho CRM

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