Copilot CRM + Google Forms

Create new Copilot CRM customers from new Google Forms form responses

Save time and boost efficiency with this simplified workflow between Google Forms and Copilot CRM. Whenever a new form response is received in Google Forms, this automation will promptly create a new customer in Copilot CRM. This allows you to swiftly handle responses, ensuring no potential customer gets lost in the shuffle. Turn your attention where it's needed most and let this workflow streamline your process.

When this happens...
New Form Response
Triggers when a new form response is received.
TriggerInstant
automatically do this!
Create Customer
Creates a new customer.
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
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- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Inactive Customer
Triggers when a customer is made inactive.
Trigger
Scheduled
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New Expense
Triggers when a new expense is added.
Trigger
Scheduled
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New Payment
Triggers when a new payment is received.
Trigger
Scheduled
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New To-Do
Triggers when a new to-do is added.
Trigger
Scheduled
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- Customer Type
- Business NameRequired
- First Name
- Last Name
- Email Address
- Phone Number
- Mobile Number
- Address
- Country
- City
- State
- Postal Code
Action
Write

- CustomerRequired
- Invoice Number
- Invoice Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Invoice Notes
Action
Write
- CustomerRequired
- Business Name
- First Name
- Last Name
- Email Address
- Phone Number
- Address
- Country
- City
- State
- Postal Code
- Tax Exempt
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search
- Search FieldRequired
- Search ValueRequired
Action
Search

- FormRequired
Trigger
Instant
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Close Visit
Triggers when a visit to a customer is closed.
Trigger
Scheduled
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New Customer
Triggers when a new customer is added.
Trigger
Scheduled
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New Invoice
Triggers when a new invoice is added.
Trigger
Scheduled
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New Property
Triggers when a new property is added.
Trigger
Scheduled
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Visit Not Serviced
Triggers when a visit is marked as not serviced.
Trigger
Scheduled
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- CustomerRequired
- Estimate Number
- Estimate Date
- Item NameRequired
- Item QuantityRequired
- Item RateRequired
- Item Tax Percent
- Item Description
- Discount Percent
- Estimate Notes
Action
Write
- TypeRequired
- To-do TitleRequired
- To-do Type
- Description
- Customer
- Property
Action
Write
- PropertyRequired
- Property Name
- Property Size
- Property Size Type
- County Tax
- City Tax
- State Tax
- Address
- Country
- City
- State
- Postal Code
- Property Notes
Action
Write
- Search FieldRequired
- Search ValueRequired
Action
Search