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Salesforce

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Microsoft Dynamics 365

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Zuora

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Postmates

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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

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Freshsales

PowerSchool

Returns list of all forms in an application

List application forms

Returns the meta information of all the applications that you have access to.

List applications

Adds one or more records to a form in your Zoho Creator application.

Add records

Deletes the records displayed by a report of your Zoho Creator application. A maximum of 200 records can be deleted per request.

Delete records

Updates the records displayed in a report of a Zoho Creator application. A maximum of 200 records can be updated per request.

Edit records

Returns the meta information of all the fields present in a form of a Zoho Creator application.

List forms fields

Returns the meta information of all the reports present in a Zoho Creator application.

List reports

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How to integrate PostgresSQL

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How to integrate Amazon Redshift

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Learn How to Automate Your CSV and Flat File Management

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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

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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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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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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Customer Relationship Management (CRM)

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Experiences

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Foundation - Merlin AI and Enterprise Core

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Cvent migrates 500+ legacy integrations and achieves a 95% customer retention rate

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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 Zoho Creator and Zoho CRM

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

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

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

Zoho Creator and Zoho CRM integration + automation

Zoho Creator and Zoho CRM Connector Details

Popular Zoho Creator and Zoho CRM integrations

Zoho Creator and Zoho CRM templates