Integrate JotForm with Copper

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

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Create a new person in Copper for every form entry from JotForm

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 JotForm.

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

JotForm + Copper

Build your own integrations between JotForm and Copper

Connect JotForm and Copper with over 750+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate JotForm and Copper using the below triggers and actions

All Triggers - A trigger kickstarts the flow

New Submission

Triggers when a new submission is added to the selected form

Opportunity created

Triggers when a new opportunity is created

Activity created

Triggers when a new activity is created

Lead created

Triggers when a new lead 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

All Actions - Actions are the automated tasks

Create task

Creates a new task

Create company

Creates a new company

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

Create project

Creates a new project

Update opportunity

Updates the details of an existing opportunity

Update project

Updates the details of an existing project

Update company

Updates the details of an existing company

Update person

Updates the details of an existing person

Fetch person

Fetches the details of a person by email

Fetch project

Fetches the details of an existing project by name

Fetch company

Fetches the details of an existing company by name

Fetch opportunity

Fetches the details of an existing opportunity by name

What is JotForm?

JotForm is online form-building software that supports customization and collaboration. You can change styles, enable auto-fill, add metadata, and show or hide fields based on a user's response.

Forms Popular

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 >

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

Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more

Louis Castellano

CEO, Lakeside CNC Group

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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