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Cognito Forms
Copper

Add new Cognito Forms entries to Copper as leads

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Every time a new entry is added on your Cognito Form, Make will automatically create a new lead on Copper.

Apps Included

Categories
CRM
Form Builders & Surveys

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Create your own workflow

Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.

Copper
Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Action
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Create Activity

Creates a new activity.

Action
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Create Company

Creates a new company.

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Create Connection

Use connect fields to create custom relationships between records. Common examples include keeping track of the relationship between parent/child companies, people to people referrals, assignments, managers, investors and more.

Action
Copper
Create Lead

Creates a new lead.

Action
Copper
Create Opportunity

Creates a new opportunity.

Action
Copper
Create Person

Creates a new person.

Action
Copper
Create Project

Creates a new project.

Action
Copper
Create Task

Creates a new task.

Action

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