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Microsoft Dynamics 365

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Snowflake

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ConnectWise

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Google BigQuery

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Amazon Athena

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PostgreSQL

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Copper

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Microsoft SQL Server

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MySQL

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Mindbody

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SugarCRM

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IBM DB2

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Streak

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MongoDB

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Databricks

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Firebase

Creates tasks for tickets, problems, changes and releases in your service desk.

Create task

Creates a new ticket in your service desk.

Create ticket

Delete user

List users Email DDL

Deletes a particular task from the modules in your service desk.



Delete task

Allows you to make changes to the parameters of a problem from updating statuses to changing problem type.

Update problem

Returns all the problems in your service desk.

List problems

Returns a specific problem and all conversations related to it in your service desk.

Get problem

List users

Returns a list of the tickets in your service desk.

List tickets

Delete ticket

Allows you to make changes to the parameters of a ticket from updating statuses to changing ticket type.



Update ticket

Retrieves and view a specific ticket and all conversations related to it in your service desk.

Get ticket

Creates a new problem in your service desk.

Create problem

Delete problem

Returns all the tasks of the user currently logged in.

List tasks

Returns a specific task within a particular module.



Get task

Updates a particular task from the modules in your service desk.

Update task

List users DDL

Get user

Create user

Update user

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How to integrate PostgresSQL

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Learn How to Automate Your CSV and Flat File Management

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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

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 

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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Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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Customer Relationship Management (CRM)

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Similar connectors to Freshservice and Zoho CRM

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

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

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

Freshservice and Zoho CRM integration + automation

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