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Salesforce

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Microsoft Dynamics 365

Zendesk Sell

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Zendesk

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ConnectWise

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Copper

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Mindbody

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Pipedrive

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Streak

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SugarCRM

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Agile CRM

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Intercom

Freshsale

Freshsales

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Virtuous CRM

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Pipeliner

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Gainsight

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Dynamo

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Groove

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Drift

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UserVoice

Create company

Delete note

List agents DDL

List companies DDL

List contact fields

List contacts DDL

Update company

Delete contact

Delete ticket

List products DDL

Delete company

List groups

List email configs DDL

List tickets DDL

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

Raw HTTP request (advanced)

Get company

Create contact

Create note

Create ticket

Get agent

Get contact

Get ticket

List agents

List companies

List company fields

List contacts

List email configs

List groups DDL

List products

List ticket conversations

List ticket fields

Retrieve a list of ticket satisfaction ratings.

List ticket satisfaction ratings

List ticket time entries

List tickets

Restore ticket

Update contact

Update note

Update ticket

Upload contact avatar

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Curb customer churn with preemptive workflows

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Learn how to prioritize customer support queues 

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Together, Zendesk + Tray.io close the gap between customer support, sales and the rest of the company.

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Finally, an answer to customer churn

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How to integrate NPS into Salesforce CRM

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Customer Success and Support

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Freshdesk

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

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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)

See all our connectors (Tertiary)

Similar connectors to Freshdesk and Zoho CRM

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

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

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

Freshdesk and Zoho CRM integration + automation

Freshdesk and Zoho CRM Connector Details

Popular Freshdesk and Zoho CRM integrations

Freshdesk and Zoho CRM templates