Copper and Slack integration + automation

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

Copper and Slack Connector Details

UsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
List pipeline stages DDLList pipeline stages for pipeline DDLList pipelines DDLUpdate opportunityUpdate personCompany exists?Activity exists?Are leads enabled?Create activityCreate companyCreate custom activity typeCreate leadand 52 more...
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UsesAll
CategoryCollaboration
Triggers
On Slack eventOn action (button or menu click)On slash command
Connector TypeTray Connector
Operations
Add reminderArchive conversationConversation exists?Create conversationCreate pinDelete scheduled messageGenerate channel nameGet conversation infoGet userGet user by emailInvite user to conversationLeave conversationand 8 more...
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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.

Sean Passanisi
Sean Passanisi, Senior Manager, Sales and Marketing Operations
Udemy

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