Copper
Microsoft OneDrive
Copper and Microsoft Onedrive Integration
Seamlessly connect Copper CRM with Microsoft OneDrive to streamline your document management and enhance team collaboration.
Seamlessly connect Copper CRM with Microsoft OneDrive to streamline your document management and enhance team collaboration.
The Copper and Microsoft OneDrive integration empowers your sales and operations teams to effortlessly store, access, and share files directly within Copper. Automatically sync important documents, proposals, and contracts to OneDrive, ensuring your files are organized and accessible wherever you work. This integration eliminates manual uploads and keeps your CRM data and files perfectly aligned for improved productivity.
Once connected, you can attach and access OneDrive files directly within Copper contacts, companies, or deals. Files are synced automatically, allowing you to manage documents without leaving your CRM environment.
Yes, file permissions are managed through Microsoft OneDrive’s sharing settings, giving you full control over who can view or edit your documents.
Absolutely. The integration uses Microsoft’s secure authentication protocols and Copper’s robust security measures to ensure your data and files remain protected at all times.
Yes, a valid Microsoft 365 account with OneDrive access is required to connect and use the integration with Copper.
Yes, you can search and access your OneDrive files directly from Copper, making it easy to find and attach relevant documents to your CRM records.
