Gravity Forms
Copper
Slack
zapier

An automated workflow using zapier

Connects Gravity Forms + Copper + Slack

Add new Gravity Forms submissions as leads in Copper, then alert the team in Slack

About this workflow template

This automation scenario allows you to connect Gravity Forms, Copper, and Slack.

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Gravity Forms, Copper and Slack can also be integrated using automation tools other than zapier:

Diagram

Add new Gravity Forms submissions as leads in Copper, then alert the team in Slack
Workflow diagram: Gravity Forms + Copper + Slack integration

How it works?

When this trigger fires in Gravity Forms

Gravity Forms

Form Submission in Gravity Forms

Triggers when the specified form is submitted.

Then these actions happen in Slack and Slack

Copper

Create/Update Lead in Copper

Creates or Updates a Lead depending on the match criteria.

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Add new Gravity Forms submissions as leads in Copper, then alert the team in Slack.

Part I

Configure Applications

First, we need to connect Gravity Forms, Copper and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Gravity Forms to Zapier.

    Connect Gravity Forms to Zapier.

    Give Zapier access to your Gravity Forms account, using Gravity Forms credentials.

  • Connect Copper to Zapier.

    Connect Copper to Zapier.

    Give Zapier access to your Copper account, using Copper credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Gravity Forms

    Set up a Trigger action for Gravity Forms

    Choose the following trigger: Form Submission (Triggers when the specified form is submitted.).

  • Then set up an Action for Copper

    Then set up an Action for Copper

    Choose this action: Create/Update Lead (Creates or Updates a Lead depending on the match criteria.).

  • Then set up another Action for Slack

    Then set up another Action for Slack

    Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Gravity Forms, Copper and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Add new Gravity Forms submissions as leads in Copper, then alert the team in Slack!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Gravity Forms

    Create lead

    Creates a new Lead.

    zapierintegromatintegratelypabbly-connect
    actionbyzapierintegromatintegratelypabbly-connect
  • Gravity Forms

    Create/update lead

    Creates or Updates a Lead depending on the match criteria.

    zapier
    actionbyzapier
  • Gravity Forms

    Create person

    Creates a new Person.

    zapierintegromatintegratelypabbly-connect
    actionbyzapierintegromatintegratelypabbly-connect
  • Gravity Forms

    Create/update person

    Creates or Updates a Person depending on the match criteria.

    zapier
    actionbyzapier
  • Gravity Forms

    Submit form

    Creates an entry and fires all events associated with a form submission such as notifications and add-on feeds.

    zapierintegrately
    actionbyzapierintegrately
  • Gravity Forms

    Get lead

    Gets details for a selected lead ID.

    integromat
    actionbyintegromat

Apps you need

Gravity Forms

Gravity Forms

Form Builders

An Effortless WordPress Form Creator

Gravity Forms is a premier WordPress plugin that simplifies the creation of powerful and beautifully designed forms. Automate data flow between Gravity Forms and your favorite apps using Integromat, eliminating the need for manual data entry. Easily build and manage web forms with this secure and reliable solution.

Copper

Copper

CRM

A user-friendly CRM solution recommended by Google

Copper is a game-changing productivity CRM that seamlessly integrates with G Suite, allowing you to effortlessly manage leads, deals, and tasks right from your Gmail inbox.

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.