Integrate Happyforms with Copper
Send information between Happyforms and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new person in Copper when a form is submitted through Happyforms
Ensure prompt capture and organization of contact information, enhancing follow-up and customer relationship management. This flow will generate a new person in Copper using the form responses obtained from Happyforms.
How it works
- The flow triggers when a form entry is submitted in Happyforms.
- Zoho Flow adds a new person in Copper.
Create a new person in Copper when a form is submitted through Happyforms
Happyforms + Copper
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Supported triggers and actions
Integrate Happyforms and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form submitted
Triggers when a form entry is submitted
Task added
Triggers when a new task is added
Lead updated
Triggers when any detail of an existing lead is updated
Opportunity created
Triggers when a new opportunity is created
Person added
Triggers when a new person is added
Lead created
Triggers when a new lead is created
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 opportunity
Creates a new opportunity
Create activity
Creates a new activity for a person, company, opportunity, or lead
Create task
Creates a new task
Create company
Creates a new company
Add person
Adds a new person
Create project
Creates a new project
Create or update lead
Creates or updates the details of a lead
Update person
Updates the details of an existing person
Update project
Updates the details of an existing project
Update company
Updates the details of an existing company
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 Happyforms?
Happy Forms is a form builder WordPress plugin that can help you create different types of online forms on your website.
Similar apps
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.
Similar apps
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.
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Logic
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >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
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Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
