Integrate Everest Forms with Copper
Send information between Everest Forms and Copper automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Add a new person in Copper for each form entry made in Everest Forms
Efficiently gather contact details from forms, minimising duplication efforts. This flow will generate a new person in Copper using the form responses obtained from Everest Forms.
How it works
- The flow triggers when a new form entry is added in Everest Forms.
- Zoho Flow adds a new person in Copper.
Add a new person in Copper for each form entry made in Everest Forms
Everest Forms + Copper
Build your own integrations between Everest Forms and Copper
Connect Everest Forms and Copper with over 700+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Everest Forms and Copper using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Form entry added
Triggers when a new form entry is added
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
Lead created
Triggers when a new lead is created
All Actions - Actions are the automated tasks
Create company
Creates a new company
Create task
Creates a new task
Create project
Creates a new project
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
Update opportunity
Updates the details of an existing opportunity
Update person
Updates the details of an existing person
Update company
Updates the details of an existing company
Update project
Updates the details of an existing project
Fetch person
Fetches the details of a person by email
Fetch project
Fetches the details of an existing project by name
Fetch opportunity
Fetches the details of an existing opportunity by name
Fetch company
Fetches the details of an existing company by name
What is Everest Forms?
Everest Forms is a drag and drop form builder plugin that lets you create beautiful forms, including contact forms, within minutes. The plugin is lightweight, fast, and mobile responsive.
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.
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
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
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
