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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

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Xverify

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ZeroBounce

hunter

Hunter

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Gmail

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iContact

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ConnectWise

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Kickbox

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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

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Dynamo

Create attribute

Create group attribute

Create group receiver

Add given tags to a receiver for a given group.

Create group receiver tags

List groups

Updates receivers or create new ones if email does not exist.

Create or update group receivers

Create receiver tags

Return a specific receiver of a certain group.

Get group receiver

Returns a list of local or global attributes.

List attributes

Return a list of all blacklisted email addresses.

List blacklisted emails

Returns a list of local group attributes for a given group ID.

List group attributes

Return a list of blacklisted email addresses for a given group ID.

List group blacklisted emails

Return a list of global or group receivers.

List receivers

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

Raw HTTP Request (Advanced)

Submit a list of emails and return valid ones that are not blacklisted.

Validate emails

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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?

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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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CleverReach

Email

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

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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Sales

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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

CTA - Cvent case study - "Show me how" - Primary 

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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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Resources

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

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

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

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

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

CleverReach and Zoho CRM integration + automation

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