Copper + Squarespace Forms
Create new people in Copper from new form submissions in Squarespace Forms
This workflow empowers you to streamline your contact management process. Once set, every time you receive a new form submission in Squarespace Forms, a person is created in the Copper CRM. This makes it easy to manage your contacts by ensuring all the Squarespace Forms form submissions are promptly added to Copper without manual intervention. Efficient and effective, you'll have more time to focus on building relationships with your contacts instead of updating databases.
This workflow empowers you to streamline your contact management process. Once set, every time you receive a new form submission in Squarespace Forms, a person is created in the Copper CRM. This makes it easy to manage your contacts by ensuring all the Squarespace Forms form submissions are promptly added to Copper without manual intervention. Efficient and effective, you'll have more time to focus on building relationships with your contacts instead of updating databases.
- When this happens...New Form Submission
Triggers when form submission is submitted.
- automatically do this!Create Person
Creates a new Person.
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FormRequired
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try ItNew Lead
Triggers when a Lead is created in Copper.
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Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try ItNew Project
Triggers when a new Project is created in Copper.
Try It
