Copper + Microsoft Dynamics 365
Integration + Automation

Get the specs

Copper
+
Microsoft Dynamics 365

Copper and Microsoft Dynamics 365 Solutions

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.

  • Integrate with any app with our unique Universal Connector

  • Easily use our drag-and-drop workflow builder

  • Receive hands-on Copper support for ensured success

David Dorman of Digital Ocean works with Tray.io

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.

David Dorman - Director of Growth and Demand Generation
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

Microsoft Dynamics 365

Microsoft Dynamics 365

Connection Type

Tray Toolkit

Triggers

Manual

Scheduled

Webhook

Operations

Get

List

Save

Automation Templates

Copper logoSlack logo

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

Mailchimp logoCopper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logoCopper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logoAsana logo

Create Asana Projects from new Copper Opportunities

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

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logoCopper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logoCopper logo

Duplicate Copper Opportunities on Form Submission

Marketo logoMicrosoftDynamics365 logo

Auto-refresh records in Marketo and Microsoft Dynamics 365

Segment logoEloqua logoMicrosoftDynamics365 logo

Lead attribution with customer data + Eloqua + Dynamics

Zendesk logoMicrosoftDynamics365 logo

Make CS handoffs seamless by connecting Zendesk + Dynamics

MicrosoftDynamics365 logoZendesk logo

Beat Dynamics SLAs by auto-prioritizing your Zendesk queue

Segment logoEloqua logoMicrosoftDynamics365 logo

Prioritize leads with custom scoring in Eloqua + Dynamics

Segment logoZendesk logoMicrosoftDynamics365 logo

Track + auto-update records in Segment, Zendesk + Dynamics

Eloqua logoMicrosoftDynamics365 logo

Auto-refresh records in Eloqua and Microsoft Dynamics 365

Marketo logoMicrosoftDynamics365 logo

Instantly auto-upload leads in Marketo + Dynamics

Eloqua logoMicrosoftDynamics365 logo

Instantly auto-upload leads in Eloqua + Dynamics

Segment logoMarketo logoMicrosoftDynamics365 logo

Prioritize leads with custom scoring in Marketo + Dynamics

Segment logoMarketo logoMicrosoftDynamics365 logo

Lead attribution with customer data + Marketo + Dynamics

MicrosoftDynamics365 logoGoogle_BigQuery logoSegment logo

Personalize the customer journey in BigQuery + Dynamics

MicrosoftDynamics365 logoRedshift logoSegment logo

Personalize the customer journey in Redshift + Dynamics

Segment logoEloqua logoMicrosoftDynamics365 logo

Scale engagement + personalization in Eloqua + Dynamics

Segment logoMarketo logoMicrosoftDynamics365 logo

Scale engagement + personalization in Marketo + Dynamics

Google_BigQuery logoMicrosoftDynamics365 logo

Rapidly ETL data between BigQuery + Dynamics + any source

Marketo logoMicrosoftDynamics365 logo

Follow up fast with auto-enriched Marketo + Dynamics leads

Redshift logoMicrosoftDynamics365 logo

Rapidly ETL data between Redshift + Dynamics + any source

Google_BigQuery logoMicrosoftDynamics365 logo

Bidirectionally sync data in BigQuery + Dynamics

Redshift logoMicrosoftDynamics365 logo

Bidirectionally sync data in Redshift + Dynamics

MicrosoftDynamics365 logoRedshift logo

Get a full view of analytics in Dynamics + Redshift + BI

MicrosoftDynamics365 logoGoogle_BigQuery logo

Get a full view of analytics in Dynamics + BigQuery + BI

Eloqua logoMicrosoftDynamics365 logo

Win more with auto-routing leads in Eloqua + Dynamics

Marketo logoMicrosoftDynamics365 logo

Win more with auto-routing leads in Marketo + Dynamics

Zendesk logoMicrosoftDynamics365 logoStripe logo

Segment customer accounts by value in Zendesk + Dynamics

Eloqua logoMicrosoftDynamics365 logo

Follow up fast with auto-enriched Eloqua + Dynamics leads

Marketo logoMicrosoftDynamics365 logo

Auto-match leads to accounts in Marketo + Dynamics

MicrosoftDynamics365 logoGoogle_BigQuery logo

Get real-time sales metrics in Dynamics + BigQuery

MicrosoftDynamics365 logoGoogle_BigQuery logoSegment logo

Auto-detect upsells with BigQuery + Dynamics

MicrosoftDynamics365 logoRedshift logo

Prevent churn with data in Dynamics + Redshift

MicrosoftDynamics365 logoRedshift logoSegment logo

Auto-detect upsells with Redshift + Dynamics

MicrosoftDynamics365 logoRedshift logo

Get real-time sales metrics in Dynamics + Redshift

Eloqua logoMicrosoftDynamics365 logo

Auto-match leads to accounts in Eloqua + Dynamics

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