Google Forms to Cooper: Create Copper Lead, People on Google Form Submission
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.
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.
Google Forms to Cooper: Use Case(s)
> "Create Lead " in Copper on Google Form Submission
> "Create People " in Copper on Google Form Submission
Create Lead/People on Form Submit
Demo Video: Create Lead/ People on Copper CRM from Google Form.
Choose Copper from the list of apps
Name your service
Choose Create Lead / Create People under services
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
Steps for mapping from field with Copper Lead/People fields
Click on setup mapping
Choose the form field
choose the app field
Finish setting up
You are all set to create People/Lead on your Google Form submission
Submit the Form
Submit the Google Form