Salesforce-icon-color

Salesforce

Zendesk Sell

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zuora - Icon

Zuora

Zoho Creator - Icon

Zoho Creator

Zaius

Zendesk Sunshine

Clubhouse

Grafana

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Postmates

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

Pipeliner-icon-color

Pipeliner

Virtuous-icon-color

Virtuous CRM

AgileCRM-icon-color

Agile CRM

Freshsale

Freshsales

Create report job

Download report file

Get job status

Get user

List users

List users DDL

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

Raw HTTP request (advanced)

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

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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Talkdesk

Contact Management

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

BLOG - Hot Topic

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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David Dorman of Digital Ocean works with Tray.io

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DigitalOcean - David Dorman

Marketing

Zoho CRM - Icon

Zoho CRM

Customer Relationship Management (CRM)

"Request a trial" -> Trial LP [Primary] | MAIN SITEWIDE CTA

MAIN SITEWIDE CTA | Trial Landing Page

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

UAC Solutions - By Use Case

UAC Solutions - By Application

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

Resources - Learn & Evaluate

Resources - Success

Resources - Company

Your journey to automation excellence starts here

Resources

TUAC Resources Spotlight - Udemy

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 Talkdesk and Zoho CRM

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Tray is the leading AI ready integration and automation platform

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Request a 1:1 demo

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Salesforce Campaign ID (1:1)

Email

First Name (Clearbit)

Last Name (Clearbit)

Job Title (Clearbit)

Company Name (Clearbit)

Company size (Clearbit)

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

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)

Solution Partner Contact - Conditional (Company Size 250-499 & Offer Type 1:1 Demo)

How did you hear about Tray open text field

Tray Forms - Additional details

Submit (Get a demo)

Platform Demo 1:1 Form

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

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

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

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

Talkdesk and Zoho CRM integration + automation

Talkdesk and Zoho CRM Connector Details

Popular Talkdesk and Zoho CRM integrations

Talkdesk and Zoho CRM templates