Integrate MetForm with Copper

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

Explore prebuilt integration flows to get started

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

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 MetForm.

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

MetForm + Copper

Build your own integrations between MetForm and Copper

Connect MetForm and Copper with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate MetForm 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

Opportunity created

Triggers when a new opportunity is created

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

Person added

Triggers when a new person is added

Lead created

Triggers when a new lead is created

All Actions - Actions are the automated tasks

Create company

Creates a new company

Add person

Adds a new person

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 project

Creates a new project

Create or update lead

Creates or updates the details of a lead

Update company

Updates the details of an existing company

Update opportunity

Updates the details of an existing opportunity

Update person

Updates the details of an existing person

Update project

Updates the details of an existing project

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 MetForm?

MetForm is a form builder WordPress plugin that allows users to build forms like contact forms, survey forms, and more 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 >

All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more

Louis Castellano

CEO, Lakeside CNC Group

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more

Harnoor Abroll

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

Toto

Technical Engineer, Master Liveaboards

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