Integrate FormTitan with Copper
Send information between FormTitan and Copper automatically, without writing any code, using Zoho Flow.
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Create a new person in Copper when a form is submitted through FormTitan
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will create a new person in Copper from the responses collected via FormTitan.
How it works
- The flow triggers when a new form submission is received in FormTitan.
- Zoho Flow adds a new person in Copper.
Create a new person in Copper when a form is submitted through FormTitan
FormTitan + Copper
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Supported triggers and actions
Integrate FormTitan and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submission received
Triggers when a new form submission is received
Lead updated
Triggers when any detail of an existing lead is updated
Task added
Triggers when a new task is added
Person added
Triggers when a new person is added
Opportunity created
Triggers when a new opportunity is created
Lead created
Triggers when a new lead is created
Activity created
Triggers when a new activity is created
Person updated
Triggers when any detail of an existing person is updated
All Actions - Actions are the automated tasks
Fetch form
Fetches the details of an existing form using ID
Create task
Creates a new task
Create activity
Creates a new activity for a person, company, opportunity, or lead
Add person
Adds a new person
Create company
Creates a new company
Create or update lead
Creates or updates the details of a lead
Create project
Creates a new project
Create opportunity
Creates a new opportunity
Update project
Updates the details of an existing project
Update person
Updates the details of an existing person
Update opportunity
Updates the details of an existing opportunity
Update company
Updates the details of an existing company
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 FormTitan?
FormTitan is a comprehensive platform for CRM applications that lets you build portals, progressive and dynamic forms, schedulers, dashboards, and more.
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Learn more >Zoho Flow connects the apps that cannot be connected in other ways. With the proper flows, we have all the processes standardized, and the interactions between the different roles in the company are standardized, too. Learn more
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