Zoho CRM integration + automation

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

Popular Zoho CRM integrations

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.

Uses

Marketing, Sales

Category

Customer Relationship Management (CRM)

Connector type

Tray Connector

Triggers

None

Operations

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

sean-passanisi

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.

Sean Passanisi - Senior Manager, Sales and Marketing Operations

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Tray.io is the leader in low-code automation

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With the Tray platform you can connect any web service

Easily build powerful Zoho CRM integrations

Turbocharge your sales productivity and drive revenue with custom Zoho CRM integrations on the Tray Platform. Our low-code platform gives you the power to rapidly build integrations that connect your CRM to any data source and cloud software—no additional IT support needed. 

You can stand up seamless Zoho CRM integrations in minutes using our 100% visual builder. And even if you have limited technical experience, we make it easy to sync Zoho with any data source, including FTP, email, webhooks, flat files such as CSVs, and any other cloud app—even using data within custom fields. Use our Zoho CRM connector to unify your sales processes and win more deals than ever before.

On top of integrations, the Tray Platform also empowers anyone to build custom Zoho CRM automation. Your sales team will spend less time on manual data administration and more time engaging prospects. Using multi-step automation, you can save hours of manual work and automate sales tasks such as updating account details, scoring and routing leads, sending follow-ups, or securing contracts. Now, you can accelerate sales productivity, close more deals, and drive sales pipeline.

tray-control-automation

Endless Zoho CRM automation use cases

Anyone in sales, marketing, customer support, e-commerce, revenue operations, and other functions throughout the organization can build custom Zoho CRM automation to flow prospect and customer data wherever they need. We make it easy to bi-directionally sync Zoho CRM with any of your most important tools, including your ERP, helpdesk, CMS, collaboration tool, marketing automation platform, e-commerce software, project management tool, and others.

The Tray Platform offers a full library of pre-built connectors, data helpers, and custom logic operators to help you build flexible Zoho CRM automation to meet any sales use case. And because we connect tools at the API level, you can drag-and-drop together all your favorite apps to orchestrate powerful multi-step workflows. Now, you can streamline sales productivity and watch your revenue soar.

Using custom Zoho CRM automation, you can scale all your business-critical sales processes. You can boost sales efficiency by automatically loading new lead lists from webinars and events. You can ensure data hygiene by updating records in bulk. Or, you can automate the entire quote-to-cash process by connecting Zoho CRM with your ERP. There are infinite possibilities with the Tray Platform.

Tray Embedded enables teams to scale and increase retention

Amplify your CRM with Zoho automation

Business users can start building Zoho CRM integrations immediately. And power users also utilize our platform to manage robust data jobs that touch billions of records daily. Because of our platform’s elastic, serverless architecture, we can automatically scale with your changing data needs.

Take your CRM to the next level with powerful Zoho automation. Need to supercharge your digital storefront by bi-directionally syncing Zoho with your e-commerce platform to track customers, products, and orders? Need to automatically generate and export sales reports to share with your leadership team? Need to improve data hygiene by bulk enriching sales records on a regularly scheduled basis? There’s no limit to what you can integrate and automate using the Tray Platform since we also connect popular tools such as MailChimp, Zendesk, Shopify, Calendly, RingCentral, QuickBooks Online, 8x8, Jive, and many others.

Security experts trust our platform’s enterprise-grade security. We’re SOC 2 Type 2-certified and fully compliant with GDPR, CCPA, and HIPAA.

Popular Customer Relationship Management (CRM) Connectors

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Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.

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The Tray Platform is...

Flexible

Flexible

Connect to anything

Access every endpoint

Automate any event

Easy

Easy

Visual and intuitive UX

Clicks-or-code automation

Collaborative development

Powerful

Powerful

Logical operators

Advanced capabilities

Real-time logs

Scalable

Scalable

Elastic scalability

Parallel processing

Log data storage

Trusted

Trusted

Secure (SOC2 II, GDPR, HIPAA)

Built-in 2FA + full encryption

Role-based access

Resources

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