Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Microsoft Teams

Zendesk Sell

Microsoft Sharepoint - Icon

Microsoft Sharepoint

Jira

Microsoft Outlook - Icon

Microsoft Outlook

ConnectWise - Icon

ConnectWise

Mindbody - Icon

Mindbody

Notion - Icon

Notion

Zoom - Icon

Zoom

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Copper

Opal

GoToWebinar

GoTo Webinar

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Pipedrive

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SugarCRM

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Streak

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Huddle

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Pipeliner

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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

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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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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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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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Zoho CRM

Customer Relationship Management (CRM)

List scheduled messages DDL

List users DDL

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

Raw HTTP request (advanced)

Unfurl one or more links in a Slack message, adding "attachments" that contain additional context to the message.

Unfurl message links

Add reminder

Archive a conversation in your Slack account.

Archive conversation

Checks to see whether a conversation exists in Slack.

Conversation exists?

Create App From Manifest

Create a public or private channel-based conversation.

Create conversation

Pin a message, file, or file comment to a channel.

Create pin

Delete a pending scheduled message from the queue.

Delete scheduled message

Given a piece of text (e.g. an Account name in Salesforce), generate a Slack friendly channel name in the format "my-channel-name". You can then pass this directly to the "Create Channel" operation.

Generate channel name

Retrieve information about a conversation.

Get conversation info

Get the authenticated profile information of either the user or the bot, including their custom status.

Get profile

Get details of a user in your Slack channel, using their unique ID.

Get user by email

Invite a user to a conversation in your Slack account. The calling user must be a member of the channel.

Invite user to conversation

Remove yourself (the authenticated user) from a conversation.

Leave conversation

List of all channel-like conversations in a workspace.

List conversations

List conversations DDL

List conversations non archived DDL

List filetypes DDL

Returns a list of pending scheduled messages.

List scheduled messages

Get a list of all of the users in your Slack team.

List users actual DDL

List users and conversations DDL

List conversations the calling user may access

List users conversations

Send a message that only a certain user can see in a public or private channel.

Send ephemeral message

Send an ephemeral response message using the response_url parameter provided by Slack slash commands and actions. This will only be visible by the user.

Send ephemeral response

Send message

Set the purpose for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation purpose

Set the topic for a conversation. The calling user must be a member of the conversation. Not all conversation types may have a purpose set.

Set conversation topic

Set profile

Update a message that's previously been sent. Useful when reacting to actions like buttons and menus.

Update message

Uploads or creates a file. Optionally share to users or channels. This operation requires a scope to be enabled in your authentication, either files:write (for new Slack apps) or files:write:user.

Upload file

Slack brings all your communication together in one place. It's real-time messaging, archiving and search for modern teams.

When a specific event (e.g. a channel is created) occurs in your Slack account, automatically trigger the Tray workflow. NOTE: you can only tell us to listen for events that you have given Tray permission to listen for.

On Slack event

Receive notifications when your message buttons or menus are acted upon in Slack. NOTE: you'll need to point the message attachments to this workflow in the workflow where you're sending the original message.

On action (button or menu click)

Trigger a workflow from a Slash command in your Slack account. Tip: read the docs on this to learn how to set things up with Slash commands.

On slash command

Slack

Slack 1

Integration

Make Slack integrations easy

Slack 2

Automation

Unlock the power of Slack + automation

Slack 3

Use cases

Get the most out of the Slack API

Slack 4

Jira + more

Advanced Slack + Jira use cases

Slack 5

SFDC + more

Robust Slack + Salesforce integrations

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How Automation is Changing the Face of Business

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Vox Media connects and automates pre- and post-sales to streamline workflow

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GDPR compliance for US companies: What you need to know

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Collaboration

See all our connectors (Tertiary)

Similar connectors to Zoho CRM and Slack

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

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

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

Zoho CRM and Slack integration + automation

Popular Zoho CRM and Slack integrations

Zoho CRM and Slack Connector Details

Zoho CRM

Slack

Tray is the leading AI ready integration and automation platform

Similar connectors to Zoho CRM and Slack