Integrate Copper with Zoho Forms

Send information between Copper and Zoho Forms automatically, without writing any code, using Zoho Flow.

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Create a new person in Copper for every form entry from Zoho Forms

Streamline your contact management by integrating forms with your retail marketing software to capture details directly This flow will create a new person in Copper from the responses collected via Zoho Forms.

How it works
  1. The flow triggers when a new entry is submitted in the selected form in Zoho Forms.
  2. Zoho Flow adds a new person in Copper.
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Create a new person in Copper for every form entry from Zoho Forms

Zoho Forms + Copper

Build your own integrations between Copper and Zoho Forms

Connect Copper and Zoho Forms with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Copper and Zoho Forms using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Opportunity created

Triggers when a new opportunity is created

Person added

Triggers when a new person is added

Task added

Triggers when a new task is added

Lead updated

Triggers when any detail of an existing lead is updated

Person updated

Triggers when any detail of an existing person is updated

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead is created

Entry submitted - New version

Triggers when a new entry is submitted in the selected form

Entry submitted - Old version

Triggers when a new entry is submitted in the selected form

All Actions - Actions are the automated tasks

Create company

Creates a new company

Create task

Creates a new task

Create project

Creates a new project

Create activity

Creates a new activity for a person, company, opportunity, or lead

Create or update lead

Creates or updates the details of a lead

Create opportunity

Creates a new opportunity

Add person

Adds a new person

Update opportunity

Updates the details of an existing opportunity

Update person

Updates the details of an existing person

Update company

Updates the details of an existing company

Update project

Updates the details of an existing project

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch opportunity

Fetches the details of an existing opportunity by name

Fetch company

Fetches the details of an existing company by name

What is Copper?

Copper is CRM software for Google applications. It lets you work with contextual data, manage deals from Gmail, and view data from multiple sources before making a decision.

CRM

What is Zoho Forms?

Zoho Forms is a form builder solution that helps you create, share, and collect data through forms for all your business needs. You can also create custom data reports, configure email notifications, assign tasks and approvals to your team mates, and personalize your customer follow-up process.

Forms Popular Zoho

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow as the business process designer, where our apps are connected according to the actual, real-life interactions. The most measurable benefit is that we do not have 'forgotten repairs' anymore. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Zoho Flow has the ability to connect various apps in a simple way. It helped us provide our clients with an automated billing process that saves them over 50 hours of manual work per year. The platform is intuitive and easy to use even for non-developers like me.

Julien Granjean

CEO, iDAYit

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