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Universal Connector

BlackLine and Zoho CRM integration + automation

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

BlackLine and Zoho CRM Connector Details

BlackLine

BlackLine

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeUniversal Connector

Minor Configuration Required

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

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

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
View documentation

Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray is the leading AI ready integration and automation platform

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