Copper + Slack
Integration + Automation

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Copper
+
Slack

Copper and Slack Solutions

Uses

Marketing, Sales, All

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

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

Slack

Slack

Connection Type

Service connector Tray Connector

Triggers

On action (button or menu click)

On Slack event

On slash command

Operations

Add reminder

Archive channel

Channel exists?

Create channel

Create pin

Line with connecting dots

Popular Use Cases

Copper logo
Slack logo

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

Mailchimp logo
Copper logo

Sync Subscriber Lists from MailChimp to Copper

Mailchimp logo
Copper logo

Sync MailChimp Campaign Activity to Copper Activities

Copper logo
Asana logo

Create Asana Projects from new Copper Opportunities

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

Sync RingCentral Call Logs & Texts into Copper as Activities

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

Copper logo
Copper logo

Copper - Copy Opportunity to New Pipeline when It Is Won

GoogleForms logo
Copper logo

Duplicate Copper Opportunities on Form Submission

ServiceNow logo
Slack logo

Update fields in ServiceNow commands in Slack

Jira
Slack logo

Update and create Jira tickets from command in Slack

Slack logo
Stripe logo

Set up alerting in Slack for new charges in Stripe

Slack logo
GitHub logo

Get Slack notifications for new GitHub issues

Slack logo
Facebook logo

Set up Slack alerting for Facebook mentions

Slack logo
Twitter logo

Set up Slack alerting for Twitter mentions

Slack logo
Jira

Automatically route and assign Jira support tickets with Slack

NetSuite logo
Slack logo

When a NetSuite invoice is paid send a Slack notification

Pipedrive logo
Slack logo

Send Slack notification when new deals are closed won in Pipedrive

Greenhouse logo
Slack logo

Share Greenhouse candidate applications in private Slack channels

Slack logo
Xero logo

Get Slack alert messages for new Xero invoices

Xero logo
Slack logo

Get a weekly report on Xero payments in Slack

Slack logo
QuickBooks logo

Set up alerting in Slack for new charges in QuickBooks Online

Slack logo
Google_BigQuery logo

Send direct Slack messages when new jobs end in Google BigQuery

Unbounce logo
Slack logo

Post new Unbounce form submissions to a Slack channel

Unbounce logo
Slack logo

New leads in Unbounce will send a Slack notification

Slack logo
FullStory logo

Create a Slack report for pages with low session times with FullStory data

Slack logo
Stripe logo

Post failed Stripe charges to Slack

Shopify logo
Slack logo

Post all new paid orders from Shopify to Slack

Slack logo
Shopify logo

Get a monthly report on Shopify orders in Slack

Twitter logo
Slack logo

Share new Tweets from a Twitter list in Slack

GitHub logo
Slack logo

Post your team's GitHub commits to Slack

GitHub logo
Slack logo

Create GitHub issues from new Slack channel messages

Copper logo
Slack logo

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

Salesforce logo
Slack logo

Send Slack Notification when new Objects Are Created in Salesforce

The Tray Platform has connectors for Intercom
Slack logo

Send Notifications via Slack when Support Tickets Are Forgotten in Intercom

Salesforce logo
Slack logo

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

Salesforce logo
Slack logo

Create new Slack channels when Accounts in Salesforce Are Created

Salesforce logo
Slack logo

Notify Sales Reps in Slack when New Leads in Salesforce are Assigned

Slack logo

Send a Basic Message via Slack

Zuora logo
Slack logo

Create Slack Notifications for Zuora Events

Salesforce logo
Slack logo

Notify in Slack when new Salesforce leads are created

What would you like to connect?