Copper
Microsoft Entra ID

Copper and Microsoft Entra Id Integration

Seamlessly connect Copper CRM with Microsoft Entra ID to streamline user management and enhance security across your sales workflows.

Explore Triggers and Actions

New Opportunity (Instant)
Trigger new event when a new opportunity is created in Copper
New Lead (Instant)
Trigger new event when a new lead is created in Copper
New Person (Instant)
Trigger new event when a person object is newly created in Copper
Add Member To Group
Adds a member to a group Microsoft Entra ID.
Remove Member From Group
Removes a member from a group Microsoft Entra ID.
Search Groups
Searches for groups by name or description.
Update User
Updates an existing user in Microsoft Entra ID.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Copper and Microsoft Entra Id?

The Copper and Microsoft Entra ID integration enables businesses to synchronize user identities and access controls effortlessly. By linking Copper’s CRM capabilities with Microsoft Entra ID’s identity management, organizations can automate user provisioning, enforce single sign-on (SSO), and maintain robust security compliance. This integration simplifies onboarding and offboarding processes, ensuring your sales team has secure and immediate access to Copper’s tools within your existing Microsoft ecosystem.

Connect
Copper
and
Microsoft Entra ID
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

What benefits does the Copper and Microsoft Entra ID integration provide?

This integration offers streamlined user management through automated provisioning and deprovisioning, enhanced security with single sign-on (SSO), and improved compliance by centralizing identity controls within Microsoft Entra ID.

How does single sign-on (SSO) work between Copper and Microsoft Entra ID?

Users can access Copper CRM using their Microsoft Entra ID credentials without needing to remember separate passwords, simplifying login processes and reducing security risks associated with password management.

Can I automate user provisioning and deprovisioning with this integration?

Yes, the integration supports automated provisioning and deprovisioning of user accounts in Copper based on their status in Microsoft Entra ID, ensuring that only authorized personnel have access at all times.

Is this integration suitable for organizations with strict security and compliance requirements?

Absolutely. By leveraging Microsoft Entra ID’s advanced identity and access management features, organizations can enforce multi-factor authentication, conditional access policies, and maintain audit trails for compliance purposes within Copper.

How do I set up the integration between Copper and Microsoft Entra ID?

Setup involves configuring Copper as an enterprise application within Microsoft Entra ID, enabling SSO, and setting up user provisioning rules. Detailed step-by-step instructions are available in our integration guide and support documentation.

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