Create or update Copper leads from new WPForms entries
Stay on top of your lead management with this seamless workflow. Every time there's a new entry on WPForms, this process will seamlessly add or update the lead in Copper, offering you an efficient method to keep your data current and dependable. This setup reduces manual data entry, ensuring smooth data flow between WPForms and Copper.
Stay on top of your lead management with this seamless workflow. Every time there's a new entry on WPForms, this process will seamlessly add or update the lead in Copper, offering you an efficient method to keep your data current and dependable. This setup reduces manual data entry, ensuring smooth data flow between WPForms and Copper.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
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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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