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Salesforce

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Microsoft Dynamics 365

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Asana

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Yodiz

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Google Sheets

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Monday

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Copper

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Mindbody

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Create records

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Get record

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

Raw HTTP request (advanced)

Update record

Airtable 1

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Build powerful Airtable integrations with ease 

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Automation

Automate any Airtable process

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Use cases for Airtable power users

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Streamline strategic sales with an automated deal desk

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The ultimate guide to automating the entire lead lifecycle

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Vox Media connects and automates pre- and post-sales to streamline workflow

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Project Management

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 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 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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Sales ops best practices

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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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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)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

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Universal Automation Cloud

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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A strategic platform with solutions for mission critical use cases

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Beyond Finance reduces employee onboarding time from 10 days to 5 minutes

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Your journey to automation excellence starts here

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Udemy streamlines self-service to enterprise sales process and saves 20+ hours per month

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

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

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

Airtable and Zoho CRM integration + automation

Airtable and Zoho CRM Connector Details

Popular Airtable and Zoho CRM integrations

Airtable and Zoho CRM templates