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Copper + zipForm Plus

Create contacts in zipForm Plus from new Copper leads

Effortlessly manage your leads and contacts with this Copper to zipForm Plus workflow. When a new lead is added in Copper, a contact will be created in zipForm Plus, ensuring all your leads are seamlessly organized in one place. Save time and stay on top of your sales process with this streamlined automation.

Effortlessly manage your leads and contacts with this Copper to zipForm Plus workflow. When a new lead is added in Copper, a contact will be created in zipForm Plus, ensuring all your leads are seamlessly organized in one place. Save time and stay on top of your sales process with this streamlined automation.

  1. When this happens...
    CopperCopper
    New Lead

    Triggers when a Lead is created in Copper.

    TriggerInstant
  2. automatically do this!
    zipForm PluszipForm Plus
    Create Contact

    Triggers when a new contact is added to a zipForm Address Book.

    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
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.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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zipform-plus logo
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About zipForm Plus

For more than 20 years, zipForm® — zipLogix's real estate forms software and the exclusive and official forms software for NAR — has been the real estate industry's technology foundation. zipLogix offers products that support more than 640,000 users, and delivers innovative products and web applications that significantly improve the productivity and efficiency and address the specific needs of REALTORS®.

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