Typeform + Copper Integrations

How to connect Typeform + Copper

Zapier lets you send info between Typeform and Copper automatically—no code required.

When this happens...

New Entry

Triggers when a form is submitted.

automatically do this!

Associate to Project

This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.

Popular Typeform + Copper workflows

Our most popular Zap! arrow pointing down

Add Copper leads for new Typeform entries
Typeform + Copper
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Lead
See Zap details Try it
Add Copper leads for new Typeform entries
Add Copper leads for new Typeform entries
Typeform + Copper
Create or update a person in Copper from new Typeform responses
Typeform + Copper
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Person
See Zap details Try it
Create or update a person in Copper from new Typeform responses
Create or update a person in Copper from new Typeform responses
Typeform + Copper
Create or update people and create opportunities in Copper from Typeform responses
Typeform + Copper
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Create Opportunity
See Zap details Try it
Create or update people and create opportunities in Copper from Typeform responses
Create or update people and create opportunities in Copper from Typeform responses
Typeform + Copper
Send validated Emails from your Typeforms into Copper
Typeform + ZeroBounce + Copper
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Validate Email
Then do this
Step 3: Create Lead
See Zap details Try it
Send validated Emails from your Typeforms into Copper
Send validated Emails from your Typeforms into Copper
Typeform + ZeroBounce + Copper
Validate email addresses from new Typeform entries and create leads in Copper
Typeform + Verifalia + Copper
More details
When this happens
Step 1: New Entry
Then do this
Step 2: Verify Email Address
Then do this
Step 3: Create Lead
See Zap details Try it
Validate email addresses from new Typeform entries and create leads in Copper
Validate email addresses from new Typeform entries and create leads in Copper
Typeform + Verifalia + Copper

Do Even More with Typeform + Copper

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Typeform + Copper workflows do more for them.

Zapier users love adding ZeroBounce to their workflows
Send validated Emails from your Typeforms into Copper
Send validated Emails from your Typeforms into Copper
Try it
Copper + Typeform + ZeroBounce
Zapier users love adding Verifalia to their workflows
Validate email addresses from new Typeform entries and create leads in Copper
Validate email addresses from new Typeform entries and create leads in Copper
Try it
Copper + Typeform + Verifalia

Supported triggers and actions

What does this mean?

New Entry
Triggers when a form is submitted.
Trigger
Instant
Create an Empty Form
Creates a new empty form.
Action
Write
Duplicates an Existing Form
Duplicates an existing form
Action
Write
Update Dropdown, Multiple Choice or Ranking Question Options
Update Dropdown, Multiple Choice or Ranking Question Options
Action
Write
Lookup Responses
Looks up responses for a given criteria.
Action
Search

New Activity
Triggers when a new activity is created.
Trigger
Instant
New Company
Triggers when a new Company is created in Copper.
Trigger
Instant

New Person
Triggers when a new Person is created in Copper.
Trigger
Instant

Copper
Triggers when an Opportunity is created in Copper.
Instant
Trigger
Copper
Triggers when a Lead is created in Copper.
Instant
Trigger
Copper
Triggers when a new Project is created in Copper.
Instant
Trigger
Copper
Triggers when a new Task is created in Copper.
Instant
Trigger
Copper
Triggers when a Person's Company is changed.
Instant
Trigger
Copper
Triggers when a Person's Contact Type is changed.
Instant
Trigger
Copper
Triggers when a Person is changed.
Instant
Trigger
Copper
Triggers when an Opportunity is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's stage is changed.
Instant
Trigger
Copper
Triggers when an Opportunity's status is changed.
Instant
Trigger
Copper
Triggers when a Lead's status is changed.
Instant
Trigger
Copper
Triggers when a Lead is changed.
Instant
Trigger
Copper
Triggers when a Project is changed.
Instant
Trigger
Copper
Triggers when a Task is changed.
Instant
Trigger
Copper
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Scheduled
Action
Copper
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Scheduled
Action
Copper
Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Company depending on the match criteria.
Scheduled
Action
Copper
Creates a new Company.
Scheduled
Action
Copper
Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Person depending on the match criteria.
Scheduled
Action
Copper
Creates a new Person.
Scheduled
Action
Copper
Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Lead depending on the match criteria.
Scheduled
Action
Copper
Creates a new Lead.
Scheduled
Action
Copper
Updates an Opportunity based off of Opportunity ID.
Scheduled
Action
Copper
Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates or Updates an Opportunity based off of a match criteria.
Scheduled
Action
Copper
Creates a new Opportunity.
Scheduled
Action
Copper
Creates a new Project.
Scheduled
Action
Copper
Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates or Updates a Project depending on the match criteria.
Scheduled
Action
Copper
Creates a new Task.
Scheduled
Action
Copper
Searches for an existing activity in Copper.
Scheduled
Action
Copper
Searches for an existing company in Copper.
Scheduled
Action
Copper
Searches for an existing person in Copper.
Scheduled
Action
Copper
Searches for an existing opportunity in Copper.
Scheduled
Action
Copper
Searches for an existing lead in Copper.
Scheduled
Action
Copper
Searches for an existing project in Copper.
Scheduled
Action
Copper
Searches an existing activity in Copper.
Scheduled
Action
Copper
Searches an existing company in Copper.
Scheduled
Action
Copper
Searches an existing person in Copper.
Scheduled
Action
Copper
Searches an existing opportunity in Copper.
Scheduled
Action
Copper
Searches an existing lead in Copper.
Scheduled
Action
Copper
Searches an existing project in Copper.
Scheduled
Action

How Typeform + Copper Integrations Work

Step 1: Authenticate Typeform + Copper.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Typeform + Copper

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc... Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.

Learn More