CiraSync Copper CRM Integration

An Image of CiraSync's Copper CRM Integration

Connect Copper CRM to Microsoft 365 and push customer and lead contacts to every sales rep’s smartphone automatically. No manual exports, no data entry, no outdated contact lists.

Two-Way: CiraSync Hub

One-Way: CiraSync Cloud, CiraSync On-Prem

What This Integration Does

CiraSync bridges Copper CRM and Microsoft 365 so contact data moves automatically across your tools and devices. Sales reps always have the right contacts on their phones, without touching a spreadsheet or running a manual sync.

Two-way sync of Copper CRM contacts with the Microsoft 365 Global Address List, individual mailboxes, Google, iCloud, or another CRM via CiraSync Hub
One-way sync to Microsoft 365 and smartphones via a CiraSync Cloud subscription
Automated smartphone updates delivered through CiraSync, with no mobile app required for recipients

How It Works

1. Connect

Sign into Copper CRM and Microsoft 365 inside CiraSync Hub. Authorization takes a few minutes and requires Microsoft 365 admin consent.

2. Map

Choose which contact fields and modules sync, and set the sync direction that fits your workflow.

3. Sync to Phones

CiraSync updates every device automatically on a scheduled basis. Contacts appear natively in each rep’s phone dialer and apps, no additional app install needed.

Note

Copper CRM connects through CiraSync Hub. CiraSync handles mobile delivery to end users.

Who Benefits

Sales Teams

Sales reps get up-to-date customer and lead contacts on their smartphones without manual work. When a contact is updated in Copper CRM, the change reaches every device automatically.

Service Teams

Support and account management staff can access current customer records on their phones, so they reach the right person faster when a situation demands it.

Field Representatives

Field reps working outside the office rely on their phone contacts more than anyone. CiraSync keeps their data current without requiring them to log into any system.

Outcomes

Always-accurate customer contacts across Microsoft 365 and mobile devices
Faster client communication for sales and service teams
No duplicate data entry across Copper CRM and Microsoft 365
Reduced IT overhead from eliminating manual sync processes

Requirements

CiraSync Hub subscription (two-way sync) or CiraSync Cloud subscription (one-way sync)
Active Copper CRM subscription
Microsoft 365 admin consent

CiraSync is SOC 2 compliant and GDPR ready, so customer data stays protected throughout the sync process.

Frequently Asked Questions

How do I sync Copper CRM contacts to Microsoft 365?

CiraSync connects to Copper CRM via CiraSync Hub and syncs contacts to Microsoft 365 automatically. After authorizing both platforms and mapping your contact fields, CiraSync handles ongoing updates without manual intervention.

Does Copper CRM sync two-way with Outlook contacts?

Yes. With CiraSync Hub, contact updates made in either Copper CRM or Microsoft 365 sync back to the other platform, keeping both systems current.

Can I sync Copper CRM contacts to sales team smartphones?

Yes. CiraSync delivers contacts natively to iOS and Android devices through Microsoft 365. Sales reps see updated contacts in their phone’s dialer and apps without installing anything additional.

How is CiraSync different from Copper's native Google Workspace sync?

Copper’s native sync is built for Google Workspace. CiraSync is purpose-built for Microsoft 365 environments and mobile delivery, making it the right fit for organizations running Exchange or Microsoft 365 who need contacts on employee smartphones.

Can I filter which Copper contacts sync to which sales reps?

Yes. CiraSync Hub supports contact filtering and field mapping, so you can control which contacts sync to which groups or individuals within your organization.

Is CiraSync secure for customer data?

Yes. CiraSync is SOC 2 compliant and GDPR ready. Customer data is never stored beyond what is needed to complete the sync.