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Copper
Integration + Automation
Every customer gets access to every connector with the Tray Platform. Build automated processes with clicks-or-code and do more, faster.
Copper
Uses
Marketing, Sales
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.
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Integrate with any app with our unique Universal Connector
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Easily use our drag-and-drop workflow builder
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Receive hands-on Copper support for ensured success
Copper
Connection Type
Tray Connector
Triggers
Webhook (advanced)
Webhook (advanced)
Operations
Activity exists?
Are leads enabled?
Company exists?
Create activity
Create company
The Tray Platform routes hundreds of thousands of calls and events per day from Segment to our Marketo instance - enabling us to run smarter, more effective campaigns.
Automation Templates
When Copper Opportunities Are Created or Change Stage, Notify via Slack
Sync Subscriber Lists from MailChimp to Copper
Sync MailChimp Campaign Activity to Copper Activities
Create Asana Projects from new Copper Opportunities
Sync RingCentral Call Logs & Texts into Copper as Activities
Copper - Copy Opportunity to New Pipeline when It Is Won
Copper - Copy Opportunity to New Pipeline when It Is Won
Duplicate Copper Opportunities on Form Submission
