Conversocial + Copper
Integration + Automation

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Conversocial
+
Copper

Conversocial and Copper Solutions

Uses

Customer Success and Support, Marketing, Sales

Business professionals that want to integrate Conversocial with the software tools that they use every day love that the Tray Platform gives them the power to sync all data, connect deeply into apps, and configure flexible workflows with clicks-or-code.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Conversocial support for ensured success

The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood Executive Director of Client Success
Conversocial

Conversocial

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Copper

Copper

Connection Type

Service connector Tray Connector

Triggers

Webhook (advanced)

Webhook (advanced)

Operations

Activity exists?

Are leads enabled?

Company exists?

Create activity

Create company

Popular Use Cases

Copper logo
Slack logo

When Copper Opportunities Are Created or Change Stage, Notify via Slack

Mailchimp logo
Copper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logo
Copper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logo
Asana logo

Create Asana Projects from new Copper Opportunities

The Tray platform has connector to integrate Ring Central with your stack
Copper logo

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logo
Copper logo

Duplicate Copper Opportunities on Form Submission

What would you like to connect?