An automated workflow using integromat
Connects Wufoo + Copper
Create Copper leads from new Wufoo form entries
About this workflow template
This automation scenario allows you to connect Wufoo and Copper
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts 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.
Categories
Wufoo and Copper can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Wufoo
Watch entries in Wufoo
Triggers when someone fills in a form being watched .
Then this action happens in Copper
Create Lead in Copper
Creates a new lead.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Copper leads from new Wufoo form entries.
Part I
Configure Applications
First, we need to connect Wufoo and Copper to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Wufoo to Make.com.
Give Make.com access to your Wufoo account, using Wufoo credentials.
Connect Copper to Make.com.
Give Make.com access to your Copper account, using Copper credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Wufoo
Choose the following trigger: Watch entries (Triggers when someone fills in a form being watched .).
Then set up an Action for Copper
Choose this action: Create Lead (Creates a new lead.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Wufoo and Copper.
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 Create Copper leads from new Wufoo form entries!
Related Automation Templates
Supported triggers and actions
New entry
Triggers when someone fills out your form.
triggerbyzapieralbatoWatch entries
Triggers when someone fills in a form being watched .
triggerbyintegromatNew entry (poll)
Triggers when someone fills out your form. This is a slow version wherein we check periodically for new entries.
triggerbyzapierNew form
Triggers when you build a new form.
triggerbyzapieralbatoNew entry (webhook)
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
triggerbyzapierWatch forms
Triggers when a new form is added or updated.
triggerbyintegromat
Create lead
Creates a new Lead.
actionbyzapierintegromatintegratelypabbly-connectCreate/update lead
Creates or Updates a Lead depending on the match criteria.
actionbyzapierCreate person
Creates a new Person.
actionbyzapierintegromatintegratelypabbly-connectCreate/update person
Creates or Updates a Person depending on the match criteria.
actionbyzapierGet lead
Gets details for a selected lead ID.
actionbyintegromatCreate activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
actionbyzapierintegromatintegrately
Apps you need
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.
Copper alternatives
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
