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Connect Microsoft Excel 365 to Copper

Move data between Microsoft Excel 365 and Copper the moment it happens. Build the flow visually, or let AI write it for you, then run it on our cloud or your own infrastructure.

Microsoft Excel 365 triggers
4
Microsoft Excel 365 actions
33
Copper triggers
11
Copper actions
20

Automation ideas

What you can build with Microsoft Excel 365 and Copper

A few flows teams run between Microsoft Excel 365 and Copper. Use one as a starting point, or build your own from scratch.

  • New Row in Microsoft Excel 365 creates Create Person in Copper

    Trigger when a new row is added, and it can include existing rows as well.

  • New Activity in Copper creates Append Row to Worksheet in Microsoft Excel 365

    Triggers when a new activity is logged

  • New Row in Microsoft Excel 365 creates Update Person in Copper

    Trigger when a new row is added, and it can include existing rows as well.

  • New Activity in Copper creates Append Multiple Rows in Microsoft Excel 365

    Triggers when a new activity is logged

  • New Row in Microsoft Excel 365 creates Create Lead in Copper

    Trigger when a new row is added, and it can include existing rows as well.

  • New Activity in Copper creates Get Worksheets in Microsoft Excel 365

    Triggers when a new activity is logged

Questions, answered

No. Pick a trigger on either piece and an action on the other, map the fields, and turn the flow on. Add a code step later only if you want to.

Yes. Build one flow that starts in Microsoft Excel 365 and acts in Copper, and a second that runs the other way, in the same project.

On our EU cloud in Frankfurt, or self-hosted on your own infrastructure with Docker or Kubernetes. The MIT-licensed core means there is always an exit.