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Salesforce

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Microsoft Dynamics 365

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ServiceNow

LogicMonitor

Kazoo HR

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Lever

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LiveRamp

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Lodash

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LeafLink

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Agile CRM

Absorb

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Aircall

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Affinity

Zendesk Sell

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Aeries

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SalesforceIQ

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Sailthru

Kanban Tool

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Postmates

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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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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Zoho CRM

Customer Relationship Management (CRM)

List product rate plan DDL

List product rate plan charges DDL

Create account

Create an export using Zuora Object Query Language

Create export

Execute a query using Zuora Object Query Language

Execute ZOQL query (Advanced)

Get account

Get contact

Get invoice

Retrieve the detailed information about a specified order.

Get order

Get subscription

List accounts

List accounts DDL

List contacts DDL

List invoices DDL

Return information about all orders in your tenant. By default, it returns the first page of the orders.

List orders

List orders DDL

Return the detailed information about all orders for a specified subscription. Any orders containing the changes on the specified subscription are returned.

List orders by subscription number

List payments

List payments DDL

List subscriptions

Update a contact for a specified account.

Update contact

Create payment

Create subscription

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

Raw HTTP request (advanced)

Update account

Update subscription

Attempt to export an available file by Export ID.

Attempt Export

Delete subscription

Get amendments

Get payment

List amendments

List amendments DDL

List subscriptions DDL

List contacts

Finance Leader

Finance leader integrates CRM & payments to strengthen sales, support, and strategy

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Thryv integrates online orders & payments to mobilize 1,500-person sales team

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Recurly's subscription-payment functionality integrates with the Tray Platform to directly connect billing to all other mission-critical business operations.

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How to close the sales revenue gap

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Finance and Accounting

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Contact Management

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Universal Automation Cloud

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

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

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