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Salesforce

Zendesk Sell

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

HubSpot - Icon

HubSpot

Salesforce Pardot - Icon

Salesforce Pardot

Xpressdocs - Icon

Xpressdocs

ConnectWise - Icon

ConnectWise

Pipedrive - Icon

Pipedrive

Copper - Icon

Copper

Mindbody - Icon

Mindbody

SugarCRM - Icon

SugarCRM

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Streak

Ometria

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Salesforce Marketing Cloud

Opal

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Pipeliner

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Virtuous CRM

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ActiveCampaign

MailChimp

Mailchimp

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Agile CRM

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

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

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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David Dorman of Digital Ocean works with Tray.io

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Marketing

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Zoho CRM

Customer Relationship Management (CRM)

Add leads to static list

Delete static list

Approves the current draft of the type, and makes it the live version. This will delete the current live version of the type.

Approve custom activity type

Checks if leads are members of a given static list

Check lead list membership

Clone program

Creates and queues a bulk export activities job. Once completed, you can download the file as a CSV using the "Download Bulk Export Activities Job File" operation.

Create bulk export activities job

Get static lists DDL

Creates and queues a bulk export leads job. Once completed, you can download the file as a CSV using the "Download Bulk Export Leads Job File" operation.

Create bulk export leads job

Creates and queues a bulk export program members job. Once completed, you can download the file as a CSV using the "Download Bulk Export Program Members Job File" operation.

Create bulk export program members job

Creates and queues a bulk import custom object job.

Create bulk import custom object job

Creates and queues a bulk import leads job. You can poll the status of the import using the Get import lead status operation.

Create bulk import leads job

List custom object filter types DDL

This API is used to add custom activity for multiple leads. A maximum of 300 activity records can be submitted at a time.

Create custom activities

Creates a new custom activity type draft in the target instance.

Create custom activity type

Adds activity attributes to the target type. These are added to the draft version of the type.

Create custom activity type attributes

Create static list

List custom object type fields DDL

Create or update a list of companies in Marketo.

Create/update multiple companies

Create or update custom object data in Marketo.

Create/update multiple custom objects

Create or update a list of leads in Marketo.

Create/update multiple leads

Create or update a list of opportunities in Marketo.

Create/update multiple opportunities

Create or update a list of opportunity roles in Marketo.

Create/update multiple opportunity roles

Create or update a list of sales persons in Marketo.

Create/update multiple sales persons

Creates or updates a token in the parent folder.

Create/update token

Delete multiple companies for a given criteria.

Delete companies

Deletes the target custom activity type. The type must first be removed from use by any assets, such as triggers or filters.

Delete custom activity type

Delete a pending user. A pending user is a user that has not yet accepted an invitation.

Delete invited user

Delete leads

Removes a given set of person records from a target static list.

Delete leads from static list

Delete multiple opportunities for a given criteria.

Delete opportunities

Delete multiple opportunity roles for a given criteria.

Delete opportunity roles

Delete multiple sales persons for a given criteria.

Delete sales persons

List programs DDL

Returns metadata for a specific custom activity type.

Describe custom activity type

Get full details about an object type in Marketo.

Describe object

Downloads the CSV file that was exported as part of a bulk activities export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export activities job file

Downloads the CSV file that was exported as part of a bulk lead export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export leads job file

Downloads the CSV file that was exported as part of a bulk program member export job, using the export ID. NOTE: this will only work for jobs that have completed.

Download bulk export program members job file

Gets the current status of a bulk activities export job.

Get activities bulk export job status

Get activity type attributes DDL

This API returns meta data about activity types (except change data value) available in Marketo.

Get activity types

Get activity types DDL

Get a lead in Marketo by their ID. If the lead does not exist, create a new lead. If the lead does exist, update the lead.

Get and Create/Update lead

This API returns meta data about custom activity types (except change data value) available in Marketo.

Zoho CRM and Marketo integration + automation

Popular Zoho CRM and Marketo integrations

Zoho CRM and Marketo Connector Details

Zoho CRM

Marketo

Tray is the leading AI ready integration and automation platform

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