Connect Copper and Microsoft Office 365 to unlock the power of automation
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Set up your first integration
Quickly connect Copper to Microsoft Office 365 with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Copper with Microsoft Office 365 - 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 "Create Event" in Microsoft Office 365.
You’re connected!
Zapier seamlessly connects Copper and Microsoft Office 365, 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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Connect Copper and Microsoft Office 365 to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
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Automate your way to actionable, up-to-date data
Resolve incidents faster with automation
Learn how to automate Copper on the Zapier blog
Learn how to automate Microsoft Office 365 on the Zapier blog
Frequently Asked Questions about Copper + Microsoft Office 365 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 Office 365
How do I connect Copper to Office 365?
To connect Copper with Office 365, you first need to authenticate both accounts via our integration platform. This involves signing into your Copper account and granting the necessary permissions. Similarly, log into your Office 365 account when prompted. Once authenticated, you can set up triggers and actions between the two services.
What triggers are available when integrating Copper with Office 365?
When integrating Copper with Office 365, common triggers include the creation of a new contact in Copper or a calendar event in Office 365. These triggers can then initiate actions such as adding calendar entries or sending emails through Office 365.
Which actions can be performed in Copper using data from Office 365?
You can perform actions like creating or updating contacts in Copper based on new emails received or calendar events updated in Office 365. This helps streamline your task management and CRM processes.
Can I sync email conversations between Copper and Outlook?
Yes, you can sync email conversations between Copper and Outlook as part of our integration service. This allows automatic updates of communication histories related to your contacts and opportunities.
Is it possible to automate task creation in both platforms based on specific triggers?
Yes, you can automate task creation by setting up triggers such as new contact entries or scheduled meetings that prompt tasks either in Copper or within Microsoft To Do through Office 365.
How often does synchronization occur between the two platforms?
The synchronization frequency depends on how you've configured your workflows. Typically, events are synced instantly but certain complex integrations might be set to run at specific intervals like hourly or daily.
Are there any limitations I should be aware of when connecting these services?
While we strive for seamless integration, limitations may arise particularly around advanced security settings within either platform that could restrict data flow. Checking both platform requirements is advisable before configuring certain workflows.
