Canopy + Leadpages

Create Canopy business contacts from new Leadpages form submissions

Easily stay organized and manage leads by connecting Leadpages and Canopy together in a seamless automation. This workflow is set in motion as soon as a new lead submits a form on your Leadpages, instantly creating a business contact in your Canopy database. Save time and effort by eliminating manual data entry while ensuring all essential contact details are promptly added to your Canopy account.

When this happens...
New Form Submission
Triggers when a visitor submits a form on a page.
TriggerInstant
automatically do this!
ActionWrite

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Supported triggers and actions

What does this mean?

- FormRequired
Trigger
Instant
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Business Client Info Updated
Triggers when a business client's info is updated.
Trigger
Instant
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Individual Client Info Updated
Triggers when an individual client's info is updated.
Trigger
Instant
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Create Individual Client
Creates a new individual client.
Action
Write
Update Individual Client
Updates a new individual client.
Action
Write

- First Name
- Last Name
- Email Address
- External ID
Action
Search
- First Name
- Last Name
- Email Address
- External ID
Action
Search or write

New Business Client
Triggers when a business client is created.
Trigger
Instant
Try It
New Individual Client
Triggers when a new client is created.
Trigger
Instant
Try It
Create Business Client
Creates a business client.
Action
Write
Update Business Client
updates a business client.
Action
Write
- Business Name
- Email Address
- External ID
Action
Search
- Business Name
- Email Address
- External ID
Action
Search or write

About Canopy

Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.

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