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Cognito Forms + Copper

Create new Cognito Forms entries from new Copper leads

Effortlessly manage your incoming leads with this Copper to Cognito Forms workflow. When a new lead is added in Copper, an entry will be created in Cognito Forms, simplifying the process of capturing important information. Stay organized and never miss out on potential opportunities by streamlining your lead management process.

Effortlessly manage your incoming leads with this Copper to Cognito Forms workflow. When a new lead is added in Copper, an entry will be created in Cognito Forms, simplifying the process of capturing important information. Stay organized and never miss out on potential opportunities by streamlining your lead management process.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    Cognito FormsCognito Forms
    Create Entry

    Creates a new entry.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • 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 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
  • Copper triggers, actions, and search

    New Project

    Triggers when a new Project is created in Copper.

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

    Updated Company

    Triggers when a Person's Company is changed.

    Trigger
    Instant
    Try It
cognito-forms logo
cognito-forms logo

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
Learn moreHelp

Related categories

  • Forms & Surveys

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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.

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