Copper

What is Form Director?

Form Director is a G Suite add-on that directs data submitted from Google Forms to applications like Google Docs, Forms, Sheets, Contacts, Calendar, Tasks, Email, Trello, Slack, QuickBooks etc.

Installation:

It is available in the G Suite Marketplace and Chrome Web Store. Please check installation instructions to install the add-on.

What is Copper?

Copper is designed to help companies that use G Suite sell more, faster.

Copper, formerly known as ProsperWorks, is a productivity-first crm tool available natively within Gmail and G Suite.

Use Case(s)

> "Create Lead " in Copper on Google Form Submission

> "Create People " in Copper on Google Form Submission

Google Forms

Create Lead/People on Form Submit

Form Director

Copper

Create Lead/People


  • Choose Copper from the list of apps
  • Name your service
  • Choose Create Lead / Create People under services

Configuring Copper

Provide API Key

  • Please enter your API key
  • You can generate your API key under Settings

Provide Copper Email

  • Please enter the email Id that you are using in Copper
  • Click on Check to verify your API key and Email

Mapping

Steps for mapping from field with Copper Lead/People fields

  • Click on setup mapping
  • Choose the form field
  • choose the app field
  • click save

Finish setting up

  • Save service

You are all set to create People/Lead on your Google Form submission

Submit the Form

Submit the Google Form

See new People/Lead in Copper CRM