Universal Connector

Salesforce Service Cloud and Copper integration + automation

Salesforce Service Cloud and Copper integrations couldn’t be easier with the Tray Platform’s robust Salesforce Service Cloud and Copper connectors, which can connect to any service without the need for separate integration tools.

Salesforce Service Cloud and Copper Connector Details

Salesforce Service Cloud

Salesforce Service Cloud

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UsesCustomer Success and Support, Sales
CategoryCustomer Success and Support
Connector TypeUniversal Connector

Minor Configuration Required

There is currently no pre-built and ready to use Salesforce Service Cloud connector available at the moment.

To get data in and out of Salesforce Service Cloud, you will need to use one of our universal connectivity options such as the HTTP Client, Webhook Trigger, and our Connector Builder.

UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
Update opportunityUpdate personCreate leadCreate opportunityCreate personDelete leadDelete opportunitySearch leadsSearch opportunitiesSearch peopleDelete personCompany exists?and 41 more...
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The Tray Platform enables better cross-team collaboration, easier sharing of data in real time, and transparency across the client lifecycle.

Mike Atwood
Mike Atwood, Executive Director of Client Success
Vox Media

Tray.io is the leader in low-code automation

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