Connect Copper and Microsoft Outlook to unlock the power of automation
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Set up your first integration
Quickly connect Copper to Microsoft Outlook with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copper with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Activity" from Copper.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects Copper and Microsoft Outlook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Entity TypeRequired
- Activity TypeRequired
Try ItTriggerInstant- New Person
Triggers when a new Person is created in Copper.
Try ItTriggerInstant - New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerInstant - New Task
Triggers when a new Task is created in Copper.
Try ItTriggerInstant
- New Company
Triggers when a new Company is created in Copper.
Try ItTriggerInstant - New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerInstant - New Project
Triggers when a new Project is created in Copper.
Try ItTriggerInstant - Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerInstant
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Practical ways you can use Copper and Microsoft Outlook
Receive email updates for new tasks.
When a new task is created in Copper, Zapier will automatically send an email notification via Microsoft Outlook. This ensures you stay on top of project activities and priorities without having to sift through dashboards, improving response times and decision-making.
Business OwnerTrack new leads in Outlook.
When a new person is added to Copper, Zapier will add them as a new contact in Microsoft Outlook. This streamlines lead management, avoids manual entry, and ensures your contact database stays consistent across platforms, boosting marketing efficiency and accuracy.
Marketing & Marketing OpsLearn how to automate Copper on the Zapier blog
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about Copper + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Copper and Microsoft Outlook
How can I set up Copper to integrate with Microsoft Outlook?
To set up an integration between Copper and Microsoft Outlook, you can use our platform to create Zaps. You'll start by selecting Copper as your trigger app and Microsoft Outlook as your action app. This allows you to automate workflows such as creating or updating a contact in Outlook when there is a new or updated contact in Copper.
What triggers are available for Copper when integrating with Microsoft Outlook?
When integrating Copper with Microsoft Outlook, you can use triggers such as 'New Contact', 'Updated Contact', or 'New Opportunity' from Copper. These triggers allow actions like creating or updating emails, calendar events, or contacts in Outlook.
Can I sync calendar events from Copper to Microsoft Outlook?
Yes, you can sync calendar events from Copper to Microsoft Outlook through our integration. By setting up a Zap with the trigger as 'New Event' in Copper, it can automatically create a corresponding event in your Outlook Calendar.
Is it possible to update a contact in Microsoft Outlook when a contact is updated in Copper?
Absolutely! With our integration, you can set up an automated workflow where an update in a contact record in Copper will trigger an update of that same contact's details in your Microsoft Outlook contacts list.
What are the common actions I can automate between Copoper and Microsoft Outlook?
Common automated actions between Copper and Microsoft Outlook include creating or updating contacts, sending emails via outlook for new opportunities in copper, and adding new calendar events. These automations help streamline workflows efficiently.
Do changes made in Microsoft Outlook reflect back into Copper?
The synchronization primarily works from Copper to Microsoft Outlook using our Zaps. Currently, we do not support automatic updates from changes made directly within Microsoft Outlook back into the contacts or records within Copper.
How do I handle duplicates when syncing contacts between Copper and MS outlook?
We recommend setting filters and conditions within our platform when setting up your Zap to prevent duplicate entries. Ensure unique identifiers like email addresses are used as criteria for creating or updating records.
