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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

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Zuora

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Zoho Creator

Zaius

Zendesk Sunshine

Clubhouse

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Postmates

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ConnectWise

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Pipedrive

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Copper

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Mindbody

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SugarCRM

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Streak

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Pipeliner

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Virtuous CRM

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Agile CRM

Freshsale

Freshsales

Retrieve an organization and its information using its ID

Get organization

List organizations that the current authenticated user is associated with.

List organizations

List users in organization

List audit logs of events

Retrieve a domain and its information using its ID

Get domain

List domains belonging to an organization

List domains in organization

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Make customer insights actionable with product usage data

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Popular task management tool Asana uses the Tray Platform to integrate directly into a variety of enterprise applications, including CRM, project management, and more.

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Team communications tool Slack integrates with Tray.io and enterprise tech stacks to share instantaneous alerts, reminders, and updates for crucial processes.

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FullContact offers customer intelligence APIs to enable companies to understand their customers holistically.

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Product

Atlassian

Contact 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 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

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

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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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Sales

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The ultimate guide to automating the entire lead lifecycle

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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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Marketing

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Zoho CRM

Customer Relationship Management (CRM)

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Experiences

Capabilities

Foundation - Merlin AI and Enterprise Core

CTA - Universal Automation Cloud LP - "Learn more" - Secondary

Universal Automation Cloud

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

Customer Spotlight

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A strategic platform with solutions for mission critical use cases

Solutions

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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

Resources

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

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Similar connectors to Atlassian and Zoho CRM

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Salesforce Campaign ID (1:1)

Email

First Name (Clearbit)

Last Name (Clearbit)

Job Title (Clearbit)

Company Name (Clearbit)

Company size (Clearbit)

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Solution Partner Contact - Conditional (Company Size 1-99 & Offer Type 1:1 Demo)

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Tray Forms - Additional details

Submit (Get a demo)

Platform Demo 1:1 Form

"Request 1:1 demo" -> Platform Demo 1:1 Form Modal [Primary]

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

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

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

Atlassian and Zoho CRM integration + automation

Atlassian and Zoho CRM Connector Details

Popular Atlassian and Zoho CRM integrations

Atlassian and Zoho CRM templates