Connect Microsoft Outlook and Copper to Build Intelligent Automations
Choose a Trigger
When this happens...
New contact
New Email
Choose an Action
Automatically do this!
Create Project
Create Person
Update Person
Create Company
Search Company
Search for a Project
Search for a Opportunity
Search for a Person
Search for a Lead
Search for a Company [or create]
Search for a Person [or create]
Search for a Project [or create]
Create Opportunity
Create Lead
Update Opportunity
Update Project
Update Company
Search for a Opportunity [or create]
List User
List Customer Sources
List Contact Types
List Pipelines
List Tags
List Tasks
List Activity
List Activity Types
Ready to use Microsoft Outlook and Copper automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact
Trigger when new contact is created
New Email
Triggers when new email is created.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
Do thisActions
Action is the task that follows automatically within your Microsoft Outlook integrations.
Create Contact
Creates a new contact.
Create Draft Email
Create a new draft email
Create Event
Create an event in specified calendar
Delete Event
Delete an existing event
Send Email
Send an email from your outlook account
Update Contact
Update an existing contact
Know More About Microsoft Outlook and Copper Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Step by step guides to integrate Microsoft Outlook and Copper
Frequently Asked Questions
To start, connect both your Microsoft Outlook and Copper accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Outlook triggers actions in Copper (or vice versa).
Absolutely. You can customize how Microsoft Outlook data is recorded in Copper. This includes choosing which data fields go into which fields of Copper, setting up custom formats, and filtering out unwanted information.
The data sync between Microsoft Outlook and Copper typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Microsoft Outlook and Copper. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Outlook
Microsoft Outlook is an email service developed by Microsoft, primarily used for managing emails, calendars, tasks, and contacts. It integrates seamlessly with other Microsoft services and offers various features like email sorting, search functionality, and connection to various third-party apps
Learn MoreAbout Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.