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Salesforce

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Microsoft Dynamics 365

Microsoft Teams

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Microsoft Sharepoint

Zendesk Sell

Jira

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Slack

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Microsoft Outlook

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ConnectWise

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Notion

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Zoom

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Copper

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Pipedrive

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Mindbody

Jive

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Streak

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SugarCRM

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Agile CRM

GoToWebinar

GoTo Webinar

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

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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Streamline strategic sales with an automated deal desk

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

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Zoho CRM

Customer Relationship Management (CRM)

List teams DDL

List workspace members DDL

Retrieve the account ID of the current user.

Get account ID

Create a document and return the upload URL that you can then use to upload the document separately.

Create document for uploading

Delete a document from one of your Huddle workspaces.

Delete Document

For a given folder, get a paged list of documents and folders within that folder.

List folder documents & folders

Upload a document using the upload URL that is returned in a create document for uploading step.

Upload document

Download Document

Copy a document to a different folder in Huddle.

Copy document

Create document

Create Folder

Update a folder within a directory if it exists, create it if it doesn't.

Create or Update Folder

Create workspace

Get Document

Search a folder to find a folder in a directory with the specified title. If found, it is returned.

Find folder by title

Get a list of all of the OPEN approvals in a Huddle workspace. Any approvals containing at least one open assignment will be returned. Note that you must be a workspace manager to get a list of approvals.

List Approvals (manager only)

Create team

Check to see if a folder exists, using it's unique ID.

Folder exists?

Get a list of all of the folders in workspace, or optionally in a particular folder within that workspace.

List folders

List teams

Get a list of all of the workspaces that you (the authenticated user) have access to.

List workspaces

List workspaces DDL

Move a document to a different folder in Huddle.

Move document

Move folder

Update a folder's details, including the title and description.

Update folder

Get Workspace

Get a list of all of the approvals for a document.

List Document Approvals

Get Folder

Get User

Upload archive

Upload single file chunk

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Huddle

Collaboration

See all our connectors (Tertiary)

Similar connectors to Zoho CRM and Huddle

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

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

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

Zoho CRM and Huddle integration + automation

Zoho CRM and Huddle Connector Details

Popular Zoho CRM and Huddle integrations

Zoho CRM and Huddle templates