Copper + Gravity Forms

Create new Copper persons from new Gravity Forms submissions

Streamline your digital form and customer management process with this efficient workflow. Whenever a new submission is made on Gravity Forms, this automation will instantly create a new person profile in Copper. Not only does this give you a break from the monotonous task of manual data entry, but it also helps keep your customer management system up-to-date and accurate. Enjoy a seamless, organized operational flow that saves time and ensures no leads fall through the cracks.

Streamline your digital form and customer management process with this efficient workflow. Whenever a new submission is made on Gravity Forms, this automation will instantly create a new person profile in Copper. Not only does this give you a break from the monotonous task of manual data entry, but it also helps keep your customer management system up-to-date and accurate. Enjoy a seamless, organized operational flow that saves time and ensures no leads fall through the cracks.

  1. When this happens...
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
  2. automatically do this!
    CopperCopper
    Create Person

    Creates a new Person.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • FormRequired

    • Use Admin Field Labels?

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Opportunity

    Triggers when an Opportunity is created in Copper.

    Trigger
    Instant
    Try It
    • FormRequired

    Action
    Write
    • Entity TypeRequired

    • Activity TypeRequired

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Person

    Triggers when a new Person is created in Copper.

    Trigger
    Instant
    Try It
  • Copper triggers, actions, and search

    New Lead

    Triggers when a Lead is created in Copper.

    Trigger
    Instant
    Try It
copper logo
copper logo

About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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gravity-forms logo
gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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