Microsoft OneDrive
Copper
Microsoft Onedrive and Copper Integration
Seamlessly connect Microsoft OneDrive with Copper to streamline your document management and CRM workflows.
Seamlessly connect Microsoft OneDrive with Copper to streamline your document management and CRM workflows.
The Microsoft OneDrive and Copper integration empowers your sales and operations teams to effortlessly access, share, and manage files directly within Copper. Sync your important documents, proposals, and contracts stored in OneDrive with your Copper contacts, companies, and deals to enhance collaboration and keep all your customer information centralized and up to date.
Once connected, you can link OneDrive files to your Copper records, enabling quick access to relevant documents without leaving the Copper platform. This integration ensures your files stay organized and easily shareable within your CRM workflows.
Yes, you can easily attach OneDrive files when sending emails through Copper, allowing you to share up-to-date documents with your contacts without switching between apps.
Absolutely. The integration uses secure OAuth authentication and adheres to Microsoft and Copper’s data privacy standards to ensure your files and information remain protected.
Yes, any updates made to your OneDrive files are reflected when accessed through Copper, ensuring you and your team always work with the latest versions.
Simply navigate to the integrations section in your Copper account, select Microsoft OneDrive, and follow the prompts to authenticate and connect your accounts. Once connected, you can start linking files immediately.
