Velocify and Copper integration + automation

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

Velocify and Copper Connector Details

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Velocify

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UsesSales
CategorySales Performance Management (SPM)
Connector TypeTray Connector
Operations
Create fieldCreate field groupCreate lead actionGet leadList action typesList field groupsList field typesList field typesList fieldsList lead IDsList leadsUpdate lead field
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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 allows us to integrate two very important systems and achieve seamless and efficient workflows. We have also been impressed by how flexible and customer-centric the Tray team is. We’re glad to have a partner that is not only reliable but also easy to work with.

Vice President, Business Systems
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