Integrate Kali Forms with Copper

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

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Create a new person in Copper for every form entry submitted in Kali 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 Kali Forms.

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

Kali Forms + Copper

Build your own integrations between Kali Forms and Copper

Connect Kali Forms 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 Kali Forms 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

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 Kali Forms?

Kali Forms is a form builder WordPress plugin that helps users build customized forms like payment forms, contact forms, or feedback forms on their WordPress site.

Forms New 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 >

Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

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

Toto

Technical Engineer, Master Liveaboards

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