Integrate weForms with Copper

Send information between weForms 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 weForms

Efficiently gather contact details from forms, minimising duplication efforts. This workflow will generate a new person in Copper using the form inputs received in weForms.

How it works
  1. The flow triggers when a form entry is submitted in weForms.
  2. Zoho Flow adds a new person in Copper.
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Create a new person in Copper when a form is submitted through weForms

weForms + Copper

Build your own integrations between weForms and Copper

Connect weForms and Copper with over 800+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate weForms and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Form entry submitted

Triggers when a form entry is submitted

Lead created

Triggers when a new lead is created

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

All Actions - Actions are the automated tasks

Create project

Creates a new project

Create company

Creates a new company

Create task

Creates a new task

Create opportunity

Creates a new opportunity

Create or update lead

Creates or updates the details of a lead

Add person

Adds a new person

Create activity

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

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

Update opportunity

Updates the details of an existing opportunity

Fetch project

Fetches the details of an existing project by name

Fetch person

Fetches the details of a person by email

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

What is weForms?

weForms is a form builder WordPress plugin that can help you create online contact forms.

Forms WordPress Plugins

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

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 >

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Owain ap Rees

Sales Director, Artico

Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more

Siddharth Ahuja

CEO, Fabricroot

Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more

Toto

Technical Engineer, Master Liveaboards

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