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

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

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  Create Zapier account.

  Create Zapier account if you don't have one.

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  Connect Gravity Forms to Zapier.

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

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  Connect Copper to Zapier.

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

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  Connect Slack to Zapier.

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

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

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  Set up a Trigger action for Gravity Forms

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

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  Then set up an Action for Copper

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

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  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.).

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

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  Customize data flow

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

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  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!