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Salesforce

Zendesk Sell

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Microsoft Dynamics 365

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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

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Dynamo

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Clearbit

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Aircall

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Datanyze

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Insightly

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Crunchbase

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SalesforceIQ

Retrieve contact information by email address.

Get contact by email

Retrieve a list of all address books in the account.

List address books

Create a contact data field within the account.

Create contact data field

Create a contact and add to address book.  If contact is existing, then update contact information and add to address book.

Create or update contact in address book

Retrieve a list of any address books that a contact is in.

List contact address books

Lists all contact data fields within the account.

List contact data fields

List contact data fields DDL

Retrieve a list of all contacts in the account.

List contacts

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

Raw HTTP request (advanced)

List contacts DDL

Retrieve a list of all contacts in a given address or segment by ID.

List contacts in address book

List address books DDL

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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Dotdigital

Data Enrichment

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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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

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

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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

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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 Dotdigital and Zoho CRM

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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)

Solution Partner Contact - Conditional (Company Size 101-249 & Offer Type 1:1 Demo)

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

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

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

Dotdigital and Zoho CRM integration + automation

Dotdigital and Zoho CRM Connector Details

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