API Integation - Sales Automation Platform (Outreach.io, Reply.io, Salesloft, others?)

Hello!  We are a SaaS software company that recently implemented Copper CRM back in September.  We would like to implement a sales automation platform like Outreach.io or Reply.io (or Salesloft) for our growing SDR team.  However, in speaking with these platforms, none of them are familiar with Copper except Reply.io (which uses Copper themselves as their CRM).

Does anyone out using Copper work with one of these platforms?  If so, how did you integrate?  Did you use Zapier, Tray or PieSync?  Or did you build the integration manually using the API documentation?

 

Thank you!

 

David Waugh - ManagedMethods

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4 Comments

  • What workflows or automations are you looking for?

  • I'm trying to find your Tray.io integration.  It shows in the licensing that Tray.io is included with Professional Edition, but yet I don't see Tray.io through the integration page.

    We want to set up Copper/Prosperworks with Zendesk and Outreach.io.

    How do we access Tray.io in through our login?

    dw

     

  • Tray is extra. If you are interested in implementing Tray, please make a request here:

    https://support.copper.com/hc/en-us/articles/115002573106-Custom-Solutions-with-our-Professional-Services

     

    However, we have a Zendesk integration coming soon! I will sign you up for the beta.

  • Hi David,

    Depending on what you are looking to achieve, you would use a mixture of the tools above in addition to the native API via webhooks.

    There's a lot that can be done between automating the sales outreach throughout various stages within the sales process. For example, automatically have new leads be added to a sales outreach campaign, depending on the stage within the sales process it moves the prospect between outreach campaigns and/or removes them from campaigns. Marking leads as lost/abandoned can trigger unique campaigns specific to your sales process as well.

    Just getting a chance to see this so you may have already taken some steps forward or have chosen to go with other software but we have had a lot of success with Reply + Copper with our clients. We are actually a certified Reply.io integrator (https://reply.io/partners - CyberBytes) and Copper partner, was actually just up in Toronto visiting the co-founder of Reply. They have a great vision for their software.

    Feel free to shoot me over an email to info@cyberbytesinc.com with a bit more information on what you are looking to achieve between these two systems or just let me know if you would like to have a discovery call. Happy to help!

    All the best,

    Alex

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