Universal Connector

Zoho CRM and Sertifi integration + automation

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

Zoho CRM and Sertifi 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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Sertifi

Sertifi

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UsesFinance and Accounting
CategoryContract Management
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Sertifi connector available at the moment.

To get data in and out of Sertifi, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

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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