Copper

Google Forms + Copper Integration

Create Lead, People, Companies, Opportunities, Projects, Tasks in Copper on Google Form Submission

What is Form Director?

Form Director is a Google Workspace 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 Google workspace Marketplace

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 records" in Copper on Google Form Submission.

> "Update records" in Copper on Google Form Submission.

Google Forms

Create Lead/People on Form Submit

Form Director

Copper

Demo Video: Create Lead/ People on Copper CRM from Google Form.

Choose Services

Configuring Copper

How to get API key and Copper email?

Service 1: Create Record


Mapping




Notification

Email Template

Attachment

Finish setting up

You are all set to create people  on your Google Form submission.

Your people will be created.

Submit the Form

See new People created in  Copper CRM

Service 2: Update Record

Mapping






Notification

Email Template

Attachment

Finish setting up

You are all set to create Items on your Google Form submission.

Submit the Form

Original Contact details

See the records updated in Copper