Copper + Jotform
Create or update opportunities in Copper for new submissions in Jotform
Easily handle new Jotform submissions without wasting time on manual data entry. With this workflow, as soon as you receive a new submission on Jotform, an opportunity is created or updated in Copper. This efficiency ensures your sales pipeline is always stocked, freeing up your resources for other tasks.
Easily handle new Jotform submissions without wasting time on manual data entry. With this workflow, as soon as you receive a new submission on Jotform, an opportunity is created or updated in Copper. This efficiency ensures your sales pipeline is always stocked, freeing up your resources for other tasks.
- When this happens...New Submission
Triggers when a new submission has been added to a specific form.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
