Integrate Copper CRM with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between Copper CRM and Microsoft Excel

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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
Microsoft Excel Alternatives

Looking for the Microsoft Excel Alternatives? Here is the list of top Microsoft Excel Alternatives

  • Google Sheets Integration Google Sheets
  • Smartsheet Integration Smartsheet

Best Copper CRM and Microsoft Excel Integrations

  • Copper CRM Integration Microsoft Excel Integration

    Copper CRM + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Copper CRM Integration Microsoft Excel Integration

    Copper CRM + Microsoft Excel

    Add Row to Table in Microsoft Excel when Updated Company is added to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Copper CRM Integration Microsoft Excel Integration

    Copper CRM + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Opportunity is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Opportunity
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Copper CRM Integration Microsoft Excel Integration

    Copper CRM + Microsoft Excel

    Add Row to Table in Microsoft Excel when Updated Opportunity is added to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Opportunity
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Copper CRM Integration Microsoft Excel Integration

    Copper CRM + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Person is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Person
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Copper CRM + Microsoft Excel in easier way

It's easy to connect Copper CRM + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • Add Row to Table

    Adds a new row to the end of a specific table.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & Microsoft Excel Integrations Work

  1. Step 1: Choose Copper CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Copper CRM to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.