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Universal Connector

Zoho CRM and Dialpad integration + automation

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

Integrations

Integrate Dialpad + Zoho CRM with ease

Up-level your customer engagement and take full control of your CRM and business communications data with powerful Dialpad + Zoho CRM integrations on the Tray Platform. Our low-code platform empowers anyone to quickly stand up robust integrations, without relying on IT. Just use our intuitive, 100% visual interface to drag and drop together Zoho CRM, Dialpad, and any other go-to application in your tech stack.

You’ll need more than just Zoho CRM + Dialpad connectors to seamlessly flow your cloud communications and CRM data wherever you need. The Tray Platform lets you bi-directionally sync any data source at the API level, including flat files (such as CSVs), email, FTP, webhooks, and any cloud software—even using data within custom fields.

And why stop with integrations? You can maximize productivity and save hours of manual work with custom, multi-step Zoho CRM + Dialpad automation. Design and deploy automated workflows to grow pipeline, drive lead conversion, and hyper-personalize communications across all customer-facing channels.

Automation

Any Zoho CRM + Dialpad automation

The Tray Platform makes it easy to orchestrate seamless, multi-step workflows between any combination of tools. Our platform’s full library of pre-built connectors, data helpers, and custom logic operators empowers you to build custom Dialpad + Zoho CRM automation to meet any use case.

Business users in customer support, sales, marketing, demand generation, revenue operations, sales operations, and many other teams across the organization rely on custom Dialpad + Zoho CRM automation to drive pipeline and respond to leads faster. Now, you can freely flow video, voice, and messaging data across your tech stack. You can surface data-driven insights that help drive new revenue and convert more leads by integrating customer data with your analytics tools. Or, you can seamlessly scale mission-critical customer engagement processes, even across widely distributed teams.

Tightly connect Dialpad, Zoho CRM, and any of your essential tools, including your ERP, marketing automation platform, internal chat tool, business intelligence platform, helpdesk, customer data platform, and more.

Use cases

Advanced Dialpad + Zoho CRM use cases

The Tray Platform makes it easy for business users to build custom integrations in minutes. Technical users also depend on our platform to manage large-scale data projects touching billions of records daily. And as your data priorities change, your workflows will always scale automatically thanks to our elastic, serverless architecture.

Take advantage of flexible Zoho CRM + Dialpad automation to tackle any business-critical use case. Need to auto-generate customer segments for webinar attendees by easily integrating CRM and cloud communications data? Need to unify real-time data from across your tech stack to generate powerful reports and dashboards on customer engagement trends? Need to auto-flow post-call data across your applications to boost data hygiene and ensure a single source of truth? The Tray Platform can automate any use case since we can connect with any tool, including Salesforce, Marketo, HubSpot, Zendesk, Slack, Power BI, Twilio, 8x8, and more.

Our platform is SOC 2 Type 2-certified and compliant with key data privacy regulations such as GDPR, CCPA, and HIPAA. That’s why IT experts trust us with even their most sensitive data.

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Zoho CRM and Dialpad Connector Details

Zoho CRM

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UsesSales, Marketing

CategoryCustomer Relationship Management (CRM)

Connector TypeTray Connector

Operations

Create specific recordConvert leadCreate/Update recordsDelete recordsGet organizationGet recordGet userList recordsList usersUpdate recordsUpdate specific recordSearch records

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Dialpad

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UsesAll

CategoryTelephony

Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Dialpad connector available at the moment.

To get data in and out of Dialpad, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

Tray allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.
Vice President, Business Systems