Copper + WPForms
Create leads in Copper for new WPForms form entries
Streamline your lead management process by turning new form entries in WPForms into leads in your Copper CRM with this efficient workflow. When a user submits a form on your WordPress site, the information is seamlessly added to Copper as a lead, enabling you to effectively manage potential clients and boost your sales process. This automation not only ensures all essential data is preserved, but also significantly reduces time spent on manual data entry.
Streamline your lead management process by turning new form entries in WPForms into leads in your Copper CRM with this efficient workflow. When a user submits a form on your WordPress site, the information is seamlessly added to Copper as a lead, enabling you to effectively manage potential clients and boost your sales process. This automation not only ensures all essential data is preserved, but also significantly reduces time spent on manual data entry.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create Lead
Creates a new Lead.
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FormRequired
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
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Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
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