Business professionals that want to integrate Copper 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.
List pipeline stages DDL, List pipeline stages for pipeline DDL, List pipelines DDL, Update opportunity, Update person, Company exists?, Activity exists?, Are leads enabled?, Create activity, Create company
With the Tray Platform, we’ve been able to automate formerly inefficient and error-prone revenue ops processes with enterprise security and a modern interface...without engineering resources.
Supercharge your sales productivity and drive revenue with custom Copper integrations on the Tray Platform. Our low-code platform empowers you to rapidly build game-changing integrations that connect your CRM to any data source or cloud software in your tech stack—without additional IT support.
Use our Copper connector to quickly stand up seamless integrations in minutes. Our 100% visual, drag-and-drop builder makes it easy for anyone, including business users, to flow mission-critical data across the Copper API and any other data source. We can connect FTP, email, webhooks, flat files such as CSVs, and any other cloud app—even using data within custom fields.
With the Tray Platform, Copper users can also design multi-step automated processes with workflows that efficiently flow your data wherever you need. Sales teams will spend less time on and repetitive admin tasks and more time focusing on selling. Now, you can bi-directionally sync data to increase customer engagement and win more deals.
Anyone in sales, sales operations, marketing, customer support, e-commerce, revenue operations, and other roles throughout your organization can create scalable Copper automation to flow prospect and customer data wherever they need. The Tray Platform makes it easy to sync Copper with any of your go-to tools, including your ERP, helpdesk, CMS, collaboration tool, marketing automation platform, e-commerce software, project management tool, data warehouse, and others.
Our full library of pre-built connectors, data helpers, and custom logic operators empowers you to kick off any operation involving any combination of apps. Now, anyone on your team can use Copper automation to track deals and manage sales opportunities.
With automation, scaling any business-critical sales process becomes easy. You can follow-up with leads faster by auto-loading webinar and event lead lists. You can ensure data hygiene by updating records in bulk. You can even automate the entire quote-to-cash process by connecting Copper with your CPQ and ERP tools. The Tray Platform gives you an infinite number of ways to improve analytics, win more deals, and drive revenue.
Harness powerful Copper automation to close more deals, faster and take control of your sales data. Need to supercharge sales productivity by sharing closed-won deals with your team? Need to bulk enrich leads to boost conversion rates? Need to sync data across multiple CRMs during a merger or acquisition? The Tray Platform can do it all using seamless integrations with other tools such as Outlook, SAP, AWS Connect, Mailchimp, Zendesk, and many others.
Any business user can easily build Copper integrations in minutes. While technical users can take advantage of our platform’s ability to handle heavy-duty data projects that touch billions of records daily. Plus, our platform’s elastic, serverless architecture means we can automatically scale with your changing data needs.
Copper experts love using the Tray Platform to build powerful automated workflows to manage sales processes that would otherwise require time-consuming manual work. Our platform offers enterprise-grade security, including SOC 2 Type 2, and compliance with important data privacy regulations such as GDPR and CCPA. That’s why IT and technical experts trust the Tray Platform to handle even their most sensitive data.
Learn about our customers and how they use our easy drag-and-drop interface to build their dream automations.
Connect to anythingAccess every endpointAutomate any event
Visual and intuitive UX Clicks-or-code automationCollaborative development
Logical operatorsAdvanced capabilitiesReal-time logs
Elastic scalabilityParallel processingLog data storage
Secure (SOC2 II, GDPR, HIPAA)Built-in 2FA + full encryptionRole-based access
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