Integrate Microsoft Outlook with Copper CRM

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

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  • Lightning Fast Setup
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About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

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.

Copper CRM Integrations

Best Microsoft Outlook and Copper CRM Integrations

  • Microsoft Outlook Integration Copper CRM Integration

    Microsoft Outlook + Copper CRM

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

    Microsoft Outlook + Copper CRM

    Update Company in Copper CRM when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Copper CRM Integration Update Company
  • Microsoft Outlook Integration Copper CRM Integration

    Microsoft Outlook + Copper CRM

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

    Microsoft Outlook + Copper CRM

    Update Opportunity in Copper CRM when New Contact is created in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Copper CRM Integration Update Opportunity
  • Microsoft Outlook Integration Copper CRM Integration

    Microsoft Outlook + Copper CRM

    Create Update Person to Copper CRM from New Contact in Microsoft Outlook Read More...
    Close
    When this happens...
    Microsoft Outlook Integration New Contact
     
    Then do this...
    Copper CRM Integration Create Update Person
  • Microsoft Outlook Integration {{item.actionAppName}} Integration

    Microsoft Outlook + {{item.actionAppName}}

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

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

    Triggers
  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • 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.

    Actions
  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

  • 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.

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

How Microsoft Outlook & Copper CRM Integrations Work

  1. Step 1: Choose Microsoft Outlook 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 Copper CRM 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 Microsoft Outlook to Copper CRM.

    (2 minutes)

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