Salesforce-icon-color

Salesforce

Microsoft Dynamics 365 - Icon

Microsoft Dynamics 365

Zendesk Sell

ConnectWise - Icon

ConnectWise

Zoho CRM - Icon

Zoho CRM

ServiceTitan - Icon

ServiceTitan

AccuWeather - Icon

AccuWeather

Mindbody - Icon

Mindbody

Pipedrive - Icon

Pipedrive

Streak-icon-color

Streak

SugarCRM - Icon

SugarCRM

AgileCRM-icon-color

Agile CRM

Virtuous-icon-color

Virtuous CRM

Freshsale

Freshsales

Pipeliner-icon-color

Pipeliner

Veeva

Attentive Mobile

Dynamo - Icon

Dynamo

nasa

Nasa

Samsara - Icon

Samsara

case-study-travel-leader

Travel and hospitality leader positions itself for powerful revenue growth

Dex Yp used Tray.io to connect their MarTech stack

dex-yp-color-logo

Thryv integrates online orders & payments to mobilize 1,500-person sales team

Travel and hospitality leader customer story with Tray.io

Travel and Hospitality Leader

Travel and hospitality leader drives powerful revenue growth

Connector Department - Vertical - Cards

ANONYMOUS  - Travel leader

Vertical

Plex Systems - Icon

Plex Systems

List customer sources DDL

Update an opportunity in your Copper account.

Update opportunity

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

List lead statuses

List loss reasons DDL

List pipeline stages DDL

List pipeline stages for pipeline DDL

List pipelines DDL

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

List users

List users DDL

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 opportunities

Search people

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

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?

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

Company exists?

Delete person

Create activity

Create company

Create custom activity type

Create lead

Create an opportunity in your Copper account.

Create opportunity

Create a person record in your Copper account.

Create person

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 lead

Delete opportunity

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 activity

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 company

Get a custom activity type by its unique ID.

Get custom activity type

Get lead

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

Get task

Get opportunity

Get person

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

Get pipeline

Get pipeline stage

Get project

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

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 of the customer sources in your Copper account.

List customer sources

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 contact types DDL

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

List custom activity types

List custom activity types DDL

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

List custom fields

List custom fields DDL

Search activites by resource

Search companies

Search for projects in your Copper account.

Search for projects

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

Update person

Search for tasks

Search leads

Update task

Webhook (advanced)

Copper

LEAD-LIFECYCLE

How to Automate Lead-to-Account Matching

hot-topics-blog-header-3@2x

Streamline strategic sales with an automated deal desk

sales marketing mix

Sales ops best practices

pipedrive-color-logo

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.

Intercom - Card

Intercom unlocks new efficiencies with sales automation

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

Connector Department - Sales - Cards

Udemy - Full - Dark

Udemy - Anonymous

Sales

Tray-IO Blog 6

The ultimate guide to automating the entire lead lifecycle

BLOG - Hot Topic

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

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

Jellyvision - Card

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

segment-color-logo

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

Connector Department - Marketing - Cards

DigitalOcean - Full - Dark

David Dorman of Digital Ocean works with Tray.io

David Dorman - DigitalOcean

DigitalOcean - David Dorman

Marketing

Copper - Icon

Customer Relationship Management (CRM)

See all our connectors (Tertiary)

Similar connectors to Plex Systems and Copper

G2-2024-spring_creative

Tray is the leading AI ready integration and automation platform

Details - Double

Header CTA Banner - Welcome to Tray.ai, the AI-ready iPaaS

Header CTA Banner (Connectors) - Welcome to Tray.ai

Plex Systems and Copper integrations couldn’t be easier with the Tray platform’s robust Plex Systems and Copper connector, which connects any services without the need for separate integration tools.

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

Integrate Plex Systems and Copper with any SaaS application or service using the Tray platform’s generic connectivity options, such as the HTTP Client, Webhook Trigger, and our Connector Builder. Configure them to connect to Plex Systems and Copper and any other API, database, webhook, and more.

Plex Systems and Copper integration + automation

Plex Systems and Copper Connector Details

Popular Plex Systems and Copper integrations

Plex Systems and Copper templates