Copper + Formidable Forms Integration

Integrate Copper to Formidable Forms in one click, or tell Integrately AI how you want each submission handled. Capture every form entry, create leads or contacts in your CRM, update your sales pipeline, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Copper
    Lead is created in Copper Instant
  • Copper
    Lead is changed in Copper Instant
  • Copper
    Person is created in Copper Instant
  • Copper
    Person is updated in Copper Instant
  • Copper
    Opportunity is updated in Copper Instant
  • Copper
    Opportunity is created in Copper Instant
  • Copper
    Activity is created in Copper Instant
  • Copper
    Company is updated in Copper Instant
  • Copper
    Company is created in Copper Instant
  • Copper
    Task is created in Copper Instant
  • Copper
    Task is updated in Copper Instant
  • Copper
    Project is created in Copper Instant
  • Copper
    Project is updated in Copper Instant
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
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2.

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Ready Workflows Ready Workflows for Copper + Formidable Forms Integration

Capture form entries as leads, update CRM records, notify your sales team, and trigger follow-ups, all in just one click.

Most popular automationsmost-popular-automations
Formidable Forms + Copper Integration

Create Copper task for new Formidable Forms form submission

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Formidable Forms form submissions received. This way, you can follow up with your customers in a timely manner and ensure that their needs are being met.

Plus, by having a system in place for managing customer relationships, you'll be able to more easily scale your business as it grows. So go ahead and set up that Copper task for new Formidable Forms form submission received today - your customers will thank you for it!
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Formidable Forms + Copper Integration

Create Copper person for new Formidable Forms form submission

When someone completes your Formidable Forms, a new person is automatically created in your Copper. This way, you can quickly follow up with the form submission and turn them into a customer!

Plus, all of the information from the Formidable Forms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Formidable Forms - Copper integration set up makes it easy to manage your customer relationships and grow your business.
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Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copper + Formidable Forms flow

Send form submissions to your CRM, update databases, alert your team, and trigger downstream communications. Pick a combination and activate it in one click.

Copper
Formidable Forms
+
WordPressWordPress (4)
+
MailchimpMailchimp (4)
+
SlackSlack (4)
+
GmailGmail (4)
+
Google SheetsGoogle Sheets (4)
+
ZoomZoom (4)
F
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Add every Formidable Forms submission as a lead in Copper, and publish a draft post in WordPress
Every Formidable Forms entry creates a new lead in Copper and a draft post in WordPress instantly, eliminating manual copy-pasting.
F
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Turn every Formidable Forms entry into a Copper person, and create a user account in WordPress
New form submissions become Copper persons and generate user accounts in WordPress without manual effort.
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If a Formidable Forms submission indicates a new client, create a lead in Copper and publish an onboarding page in WordPress
Qualify new client submissions by routing them into Copper and setting up dedicated pages in WordPress automatically.
F
C
C
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Use ChatGPT to summarise Formidable Forms submissions, create a Copper opportunity, and publish a summary post in WordPress
ChatGPT analyses form entries to create structured Copper opportunities and publish summaries in WordPress.

Supported triggers and actions for Copper and Formidable Forms

Mix and match to build the exact automation you need

Copper
Copper Triggers & Actions
Instant
Lead is created in Copper
Triggers the automation when a new lead is created
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Instant
Lead is changed in Copper
Triggers the automation when a lead is updated
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Instant
Person is created in Copper
Triggers the automation when a new person is created
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Instant
Person is updated in Copper
Triggers the automation when a person's details are changed
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Instant
Opportunity is updated in Copper
Triggers the automation when any opportunity is updated
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Instant
Opportunity is created in Copper
Triggers the automation when any opportunity is updated
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Instant
Activity is created in Copper
Triggers the automation when a new activity is created
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Instant
Company is updated in Copper
Triggers the automation when the company's profile is updated
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Instant
Company is created in Copper
Triggers the automation when a new company is created
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Instant
Task is created in Copper
Triggers the automation when a new task is created
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Instant
Task is updated in Copper
Triggers the automation when any task is modified
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Instant
Project is created in Copper
Triggers the automation when a new project is created
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Instant
Project is updated in Copper
Triggers the automation when any project is changed
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Get task by id in Copper
Retrieves a specific task
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Update task in Copper
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Create lead in Copper
Generates new leads for potential customers
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Update lead in Copper
Updates the lead information
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Search lead in Copper
Retrieves information for a particular lead
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Create person in Copper
Generates a new person
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Update person in Copper
Updates the information of a person
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Search person in Copper
Retrieves information about a person
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Create activity in Copper
Generates a new activity or task
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Create task in Copper
Creates a new task
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Search opportunity in Copper
Searches for a opportunity
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Create opportunity in Copper
Creates a new instance of the support system
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Update opportunity in Copper
Updates the opportunity details as needed
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Search company in Copper
Finds information about a company
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Create company in Copper
Generates a new company profile with given details
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Update company in Copper
Updates company information
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Create project in Copper
Creates a new project
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Update project in Copper
Updates project information
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Search project in Copper
Searches for a project
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Search task in Copper
Try it →
Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
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Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it →
No action is available

What can you automate with Copper + Formidable Forms?

Streamline your lead capture and customer relationship management with ready-to-run automation workflows.

What you can automate?
📥
Capture form submissions as CRM leads automatically
Turn every new Formidable Forms entry into a qualified lead in Copper without manual copy-pasting. Ensure no prospect inquiry gets lost between your website and your sales pipeline.
📝
Map every submitted field into your CRM records
Transfer names, emails, phone numbers, and custom form answers directly into corresponding Copper fields. Keep your customer profiles detailed and structured from the start.
🔔
Alert your sales team the moment a form is submitted
Send instant notifications to your team in Slack or via email whenever a high-value prospect fills out your form. Cut response times and connect with buyers faster.
🔀
Route submissions based on custom form answers
Check submitted form fields and create different types of opportunities or tasks in Copper depending on customer selections. Tailor your sales workflow dynamically.
🔄
Keep existing contact records up to date
Search for existing persons in Copper when a form is submitted, and update their details automatically instead of creating duplicate records.
🗂️
Organise responses across multiple spreadsheets
Log form submissions into Google Sheets alongside your Copper records to maintain redundant backups and share data easily with stakeholders.
📅
Schedule meetings instantly upon form completion
Create calendar events or Zoom meetings directly when a prospect submits a consultation request through your website form.
🤖
Use AI to analyse and enrich inbound form leads
Pass form submission data through ChatGPT or Claude to score lead sentiment and summarise requirements before creating opportunities in Copper.
And much more...

Who is Copper + Formidable Forms integration for?

Connecting Copper and Formidable Forms helps sales teams, marketers, and business owners eliminate manual data entry and streamline their entire lead capture pipeline.

Performance marketers
Performance marketers
Sales representatives
Sales representatives
Client success managers
Client success managers
Support coordinators
Support coordinators
Operations managers
Operations managers
Finance analysts
Finance analysts
📈
Performance marketers
You're running campaigns across multiple landing pages but your tracking sheet only updates when someone manually exports form data, so the conversion counts you're optimising against are always a few hours behind — with this integration, every new submission lands in your CRM instantly and your campaign data stays current.
Sales representatives
You rely on rapid outreach to convert inbound prospects, but form entries sit unread in your WordPress inbox until someone remembers to forward them, so hot leads go cold before you make contact — automating both apps means every form entry creates a lead in Copper the second it arrives so you can follow up immediately.
🤝
Client success managers
You need a clear record of every onboarding questionnaire submitted by clients, but manual copy-pasting between your website forms and Copper leaves gaps in your project history — connecting these apps means every submission updates your CRM records automatically so your client history remains complete.
📊
Support coordinators
The volume of inbound support requests submitted through your contact pages is too high for anyone to keep up by hand, leading to missed tickets and frustrated customers — this integration means every form submission is logged and tracked in Copper without manual data entry.
🎯
Operations managers
You own the handoff from marketing form captures to the sales pipeline, but inconsistent data entry causes lost leads and miscommunication between teams — automating both apps ensures every form submission populates standard fields in Copper reliably every single time.
📋
Finance analysts
You depend on accurate submission histories to forecast revenue from inbound quote requests, but missing form entries make your financial reporting unreliable — integrating these apps means every form submission is securely captured in Copper to maintain a pristine audit trail.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Copper + Formidable Forms

Build and manage your Copper + Formidable Forms automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Copper + Formidable Forms with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Copper to Formidable Forms?
Frequently Asked Questions
You can connect Copper to Formidable Forms in 1 click using Integrately. Choose from ready-made templates for WordPress, Mailchimp, Slack, Gmail, Google Sheets, Zoom, or ask Integrately AI to build your custom automation.
Can I automatically create Copper leads from Formidable Forms submissions?
Frequently Asked Questions
Can I connect Copper, Formidable Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and Formidable Forms?
Frequently Asked Questions
How does Copper handle incoming lead data from forms?
Frequently Asked Questions
Can Formidable Forms trigger tasks and opportunities in Copper?
Frequently Asked Questions
Do I need coding skills to automate Copper and Formidable Forms?
Frequently Asked Questions
Is the Copper and Formidable Forms integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Copper or Formidable Forms With 1500+ Other Apps

Copper
Popular Copper Integrations
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Formidable Forms
Popular Formidable Forms Integrations
Sync Formidable Forms with analytics, database, and marketing platforms to expand your data collection.