Salesforce and Copper integration + automation
Salesforce and Copper integrations couldn’t be easier with the Tray Platform’s robust Salesforce and Copper connectors, which can connect to any service without the need for separate integration tools.
Popular Salesforce and Copper integrations
Salesforce and Copper Connector Details
Salesforce
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM), AI/ML
Triggers
On Apex trigger (advanced)On Custom Workflow Formula (advanced)On Outbound Message (Advanced)On Record CreateOn Record Create or UpdateOn Record Field ChangeOn Record Multiple Fields ChangeOn Record Update
Connector TypeTray Connector
Operations
View documentationBatch create recordsBatch delete recordsBatch update recordsDelete custom fieldBulk update recordsBulk upsert recordsDelete query jobConvert LeadCount recordsCreate amendment quoteCreate custom fieldCreate query joband 27 more...
Copper
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
View documentationUpdate opportunityUpdate personCreate leadCreate opportunityCreate personDelete leadDelete opportunitySearch leadsSearch opportunitiesSearch peopleDelete personCompany exists?and 41 more...
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.
