Copper + Zoho Forms
Add new Zoho Forms entries to Copper as companies
Effortlessly streamline the process of creating new companies in Copper whenever there's a new form entry in Zoho Forms. This workflow takes care of adding company details to Copper as they come in from Zoho Forms, saving you time and eliminating manual data entry. Stay organized and ensure your CRM is always up-to-date with accurate information.
Effortlessly streamline the process of creating new companies in Copper whenever there's a new form entry in Zoho Forms. This workflow takes care of adding company details to Copper as they come in from Zoho Forms, saving you time and eliminating manual data entry. Stay organized and ensure your CRM is always up-to-date with accurate information.
- When this happens...New Form Entry
Triggers when a new form entry is submitted.
- automatically do this!Create Company
Creates a new Company.
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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.
Try It
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
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.
Try It
