Add new Formidable Forms entries to Copper as people
Streamline your data collection and contact management processes with this efficient workflow. When a new entry is submitted in Formidable Forms, a person will be created or updated in Copper CRM. Stay organized and save time by automating your lead management with this seamless integration.
Streamline your data collection and contact management processes with this efficient workflow. When a new entry is submitted in Formidable Forms, a person will be created or updated in Copper CRM. Stay organized and save time by automating your lead management with this seamless integration.
- When this happens...New Entry
Triggers when a new form is submitted.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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