Crossbeam and Zoho CRM integration + automation

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

Crossbeam and Zoho CRM Connector Details

Crossbeam

Crossbeam

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UsesSales
CategoryCollaboration
Connector TypeTray Connector
Operations
Get user profileList overlap countsList partner populationsList partner recordsList partner records by companyList partner records by personList partnersList populationsList recordsList records by reportList reportsRaw HTTP request (advanced)
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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
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Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
Udemy

Tray is the leading AI ready integration and automation platform

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