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  • eschristian's avatar
    eschristian
    Copper Contributor

    While there is no direct native integration between Copilot for Sales (which is part of Microsoft 365) and Zoho CRM, you can achieve integration functionality by using a third-party tool like Zapier to connect the two platforms and automate data transfer between them. This allows you to trigger actions in Copilot based on events in Zoho CRM, like creating new leads or updating contact information. 

    You'll need to define which Zoho CRM events should trigger actions in Copilot and how the data should be mapped between the two platforms. 

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