Zoho CRM and Segment integration + automation

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

Zoho CRM and Segment Connector Details

Zoho CRM

Zoho CRM

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UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Connector TypeTray Connector
Operations
Create specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records
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Segment

Segment

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UsesProduct, Marketing
CategoryCustomer Data Platform (CDP)
Triggers
On user aliasOn user identifyOn all messagesOn event trackOn group trackOn page trackOn screen track
Connector TypeTray Connector
Operations
Alias identitiesBatchGet Profile External ID's (Alpha)Get Profile Properties (Alpha)Get Profile Events (Alpha)Group userIdentify userTrack eventTrack pageGet Profile Traits (Alpha)
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The Tray Platform allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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