Copper + Paperless Forms
Create and update Copper leads from new Paperless Forms entries
Effortlessly streamline your lead management process with this workflow that connects Paperless Forms and Copper. When a new entry is registered in Paperless Forms, it will create or update a lead in Copper, ensuring your CRM is always up-to-date. This automation saves time and helps maintain an organized sales pipeline.
Effortlessly streamline your lead management process with this workflow that connects Paperless Forms and Copper. When a new entry is registered in Paperless Forms, it will create or update a lead in Copper, ensuring your CRM is always up-to-date. This automation saves time and helps maintain an organized sales pipeline.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
- Free forever for core features
- 14 day trial for premium features & apps
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Related categories
About Paperless Forms
Paperless Forms allows you to easily create and send custom forms on any device.
