Agile CRM and Copper integration + automation
Agile CRM and Copper integrations couldn’t be easier with the Tray Platform’s robust Agile CRM and Copper connectors, which can connect to any service without the need for separate integration tools.
Agile CRM and Copper Connector Details
Connector TypeTray Connector
Operations
Create helpdesk ticketCreate deal noteList notes by dealUpdate taskCreate taskUpdate dealGet companyList dealsList tracksUpdate contactUpdate companyCreate companyand 4 more...
Copper
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
View documentationUpdate opportunityUpdate personCreate leadCreate opportunityCreate personDelete leadDelete opportunitySearch leadsSearch opportunitiesSearch peopleDelete personCompany exists?and 41 more...
The Tray Platform 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.
