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Salesforce

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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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Koncert

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SugarCRM

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Streak

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Salesloft

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Pipeliner

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Virtuous CRM

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Agile CRM

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Freshsales

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Outreach

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Dynamo

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Aircall

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Insightly

Create lead

Retrieves the basic details on an account.

Get account

List lead statuses DDL

Create a new user associated with your account.

Create user

Download lead file attachment

Get lead

Retrieves a single organization's information.

Get org

Get flattened (or nested) information on the given org units and the hierarchical structure.

Get organization structure

Get a webhook subscription for your SalesRabbit forms, given the subscription ID.

Get subscription

Get multiple users associated with your account.

List users

Get details of an existing user associated with your account.

Get user

List forms DDL

Get available lead custom fields. Additional lead custom fields can be defined in your SalesRabbit settings.

List lead custom fields

List lead custom fields DDL

List lead files DDL

List lead status IDs DDL

Get available lead statuses. Additional lead statuses can be defined in your SalesRabbit settings.

List lead statuses

List leads

List leads DDL

List org units DDL

Get the webhook subscriptions for your SalesRabbit forms.

List subscriptions

List subscriptions DDL

List user role names DDL

List user roles with permissions

List users DDL

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

Raw HTTP request (advanced)

Update lead

Create custom form response

Delete lead

Get lead status

Get a list of your published SalesRabbit forms.

List forms

List org units

Update details of an existing user associated with your account.

Update user

Upload file to lead

A sales enablement service and mobile CRM designed specifically for outside sales, including field sales and door-to-door sales teams.

List model IDs DDL

Trigger this workflow when the selected form is submitted via a webhook. Use the main Webhook operation to subscribe to all forms ("catch-all") or multiple forms. 

Single form webhook

Trigger this workflow when a user submits a form via a webhook.

Webhook

SalesRabbit Trigger

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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SalesRabbit

Sales Enablement

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

Tray-IO Blog 6

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)

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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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UAC Solutions - By Team

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A strategic platform with solutions for mission critical use cases

Solutions

Solutions Customer Spotlight: Beyond Finance CTA - Primary

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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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Resources Customer Spotlight - Primary

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

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See all our connectors (Tertiary)

Similar connectors to SalesRabbit and Zoho CRM

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Tray is the leading AI ready integration and automation platform

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Salesforce Campaign ID (1:1)

Platform Demo 1:1 Form

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

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

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

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

SalesRabbit and Zoho CRM integration + automation

SalesRabbit and Zoho CRM Connector Details

Popular SalesRabbit and Zoho CRM integrations

SalesRabbit and Zoho CRM templates