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Salesforce

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Microsoft Dynamics 365

Grafana

Zendesk Sell

Clubhouse

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Zuora

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Amplitude

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ConnectWise

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Zoho CRM

AWS Cognito

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Streak

Absorb

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Postmates

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Mindbody

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Pipedrive

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Aircall

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Agile CRM

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Talkdesk

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

Update an opportunity in your Copper account.

Update opportunity

Updates a person record in your Copper account, using their unique ID.

Update person

Create lead

Create an opportunity in your Copper account.

Create opportunity

Create a person record in your Copper account.

Create person

Delete lead

Delete opportunity

List users DDL

Search leads

Search opportunities

Search people

Delete person

Check to see if a company exists, using its unique ID.

Company exists?

Check to see if an activity exists, using its unique ID.

Activity exists?

Checks to see if leads are enabled in your Copper account.

Are leads enabled?

Create activity

Create company

Create custom activity type

Create project

Link a "resource" to a "parent" object. For example, you could link one or more companies to an opportunity.

Create related item

Creates a task in your Copper account, linked to a "resource", such as a person, opportunity, or company.

Create task

Delete activity

Delete company

Delete project

Delete a task from your Copper account, from its unique ID.

Delete task

Find the lead who has a given phone number. If multiple leads have the same phone number, the most recently updated will be returned.

Find lead by phone number

Find person by email

Get details about the account that you've connected to Tray.

Get account details

Get details about a pipeline stage, using its unique ID.

Get pipeline stage

Get project

Get activity

Get company

Get a custom activity type by its unique ID.

Get custom activity type

Get lead

Get pipeline

Get opportunity

Get person

Find the person who has a given phone number. If multiple people have the same phone number, the most recently updated will be returned.

Get person by phone number

Get a task from your Copper account, using its unique ID.

Get task

Get user

Check to see if an lead exists, using its unique ID.

Lead exists?

Get a list of all of the loss reasons in your Copper account.

List Opportunity loss reasons

List contact types DDL

Get a list of all of the activity types in your Copper account.

List custom activity types

Get a list of all of the stages in a given pipeline in your Copper account.

List Pipeline Stages

Get a list of all of the pipelines in your Copper account.

List Pipelines

Get a list of all of the custom activity types in your Copper account.

List activity types

List activity types DDL

Get a list of all the companies in your Copper account.

List companies

List companies DDL

Get a list of all of the contact types in your Copper account.

List contact types

List custom activity types DDL

Get a list of all of the custom fields in your Copper account.

List custom fields

List loss reasons DDL

List custom fields DDL

Get a list of all of the customer sources in your Copper account.

List customer sources

List customer sources DDL

Get a list of all of the lead statuses in your Copper account.

List lead statuses

Get a list of all the users in your Copper account.

List users

Check to see if an opportunity exists, using its unique ID.

Opportunity exists?

Check to see if a person exists, using their unique ID.

Person exists?

Check to see if a project exists, using its unique ID.

Project exists?

Search activites (company wide)

Search activites by resource

Search companies

Search for projects in your Copper account.

Search for projects

Search for tasks

Get a list of all the related items for a "parent" object, optionally filtered to a particular type.

Search related items

Check to see if a task exists, using its unique ID.

Task exists?

Update company

Update lead

Updates a Project record in your Copper account, using their unique ID.

Update project

Update task

Webhook (advanced)

Copper

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

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Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

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Pipedrive's CRM integrates with the Tray Platform to provide full visibility for sales activities and connect them to all other components of the sales & marketing stack.

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Intercom unlocks new efficiencies with sales automation

Quickly operationalize outbound strategy by auto-uploading accounts + leads to your CRM

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Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

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Personalization is shifting from email to omni-channel. Are you ready?

Automating Lead List Uploads: Mission-Critical, and Much Easier than You Think

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Jellyvision improves lead response speed, conversions, and win rate with automation

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Segment uses Tray Platform to unlock insights synced with every component of enterprise stack.

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David Dorman of Digital Ocean works with Tray.io

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Marketing

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Customer Relationship Management (CRM)

Duplicate Column

Export an in memory CSV into a JSON file for persistence and use elsewhere.

Export JSON

Find the first row in the table that matches a specific filter.

Find Row

Delete Rows

Rename Columns

Add Row

Export an in memory CSV into a file for persistence and use elsewhere.

Export CSV

Return the number of columns that are available in an in memory CSV.

Get Column Count

Return all columns from single row in the CSV.

Get Row

Return the number of rows that are available in an in memory CSV.  This doesn't take into account content.

Get Row Count

Return all columns from a number of rows from in the CSV.

Get Rows

Update a single column in multiple rows using a function

Update by Function

Create a temporary CSV for use within the current workflow execution from an existing XLSX file. You can perform operations on this CSV within a single workflow execution, but will need to export the CSV at the end otherwise it will be deleted.

Copper and CSV integration + automation

Popular Copper and CSV integrations

Copper and CSV Connector Details

Copper

CSV

Tray is the leading AI ready integration and automation platform

Similar connectors to Copper and CSV