Integrate Copper CRM with Office 365

Appy Pie Connect allows you to automate multiple workflows between Copper CRM and Office 365

  • 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 Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

Office 365 Integrations
Office 365 Alternatives

Looking for the Office 365 Alternatives? Here is the list of top Office 365 Alternatives

  • Gmail Integration Gmail
  • Google Calendar Integration Google Calendar
  • Zoho Mail Integration Zoho Mail

Best Copper CRM and Office 365 Integrations

  • Copper CRM Integration Office 365 Integration

    Copper CRM + Office 365

    Send Email in Office 365 when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Office 365 Integration Send Email
  • Copper CRM Integration Office 365 Integration

    Copper CRM + Office 365

    Create Event to Office 365 from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Office 365 Integration Create Event
  • Copper CRM Integration Office 365 Integration

    Copper CRM + Office 365

    Create Contact to Office 365 from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    Office 365 Integration Create Contact
  • Copper CRM Integration Office 365 Integration

    Copper CRM + Office 365

    Send Email in Office 365 when Updated Company is added to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    Office 365 Integration Send Email
  • Copper CRM Integration Office 365 Integration

    Copper CRM + Office 365

    Create Event from Office 365 from Updated Company to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    Office 365 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 + Office 365 in easier way

It's easy to connect Copper CRM + Office 365 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 Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

    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 Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

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

How Copper CRM & Office 365 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 Office 365 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 Office 365.

    (2 minutes)

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