Integrate Copper CRM with Microsoft Exchange

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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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 Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

Microsoft Exchange Integrations
Microsoft Exchange Alternatives

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

  • Gmail Integration Gmail
  • Zoho Mail Integration Zoho Mail

Best Copper CRM and Microsoft Exchange Integrations

  • Copper CRM Integration Microsoft Exchange Integration

    Copper CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Copper CRM Integration Microsoft Exchange Integration

    Copper CRM + Microsoft Exchange

    Create Event from Microsoft Exchange from Updated Company to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Copper CRM Integration Microsoft Exchange Integration

    Copper CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Opportunity in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Opportunity
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Copper CRM Integration Microsoft Exchange Integration

    Copper CRM + Microsoft Exchange

    Create Event from Microsoft Exchange from Updated Opportunity to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Opportunity
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • Copper CRM Integration Microsoft Exchange Integration

    Copper CRM + Microsoft Exchange

    Create Event to Microsoft Exchange from New Person in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Person
     
    Then do this...
    Microsoft Exchange Integration Create Event
  • 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 Exchange in easier way

It's easy to connect Copper CRM + Microsoft Exchange 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.

  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

    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.

  • Create Event

    Create Event

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

How Copper CRM & Microsoft Exchange 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 Exchange 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 Exchange.

    (2 minutes)

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