Formstack Forms + Copper Integration

Integrate Copper to Formstack Forms in one click, or tell Integrately AI how you want each submission handled. Capture form data, create and update leads, alert your sales team, and trigger follow-ups automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formstack Forms
    Submission is done in Formstack Forms Instant
  • Formstack Forms
    Form is added in Formstack Forms
  • 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
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2.
  • Formstack Forms
    Create submission for a form in Formstack Forms
  • Copper
    Get task by id in Copper
  • Copper
    Update task in Copper
  • Copper
    Create lead in Copper
  • Copper
    Update lead in Copper
  • Copper
    Search lead in Copper
  • Copper
    Create person in Copper
  • Copper
    Update person in Copper
  • Copper
    Search person in Copper
  • Copper
    Create activity in Copper
  • Copper
    Create task in Copper
  • Copper
    Search opportunity in Copper
  • Copper
    Create opportunity in Copper
  • Copper
    Update opportunity in Copper
  • Copper
    Search company in Copper
  • Copper
    Create company in Copper
  • Copper
    Update company in Copper
  • Copper
    Create project in Copper
  • Copper
    Update project in Copper
  • Copper
    Search project in Copper
  • Copper
    Search task in Copper

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Ready Workflows Ready Workflows for Copper + Formstack Forms Integration

Capture form submissions, organise responses, create leads, alert your team, and send follow-ups, all in just one click.

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

Create Copper person for new Formstack Forms response

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

Plus, all of the information from the Formstack Forms is automatically populated in the new person, so you don't have to waste time manually entering data. Thus, having a Formstack Forms - Copper integration set up makes it easy to manage your customer relationships and grow your business.
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Formstack Forms + Copper Integration

Create Copper task for new Formstack Forms response

It's important to stay on top of your customer relationships, and one way to do that is to create Copper tasks for new Formstack Forms responses 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 Formstack Forms response received today - your customers will thank you for it!
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Copper + Formstack Forms flow

Route new form data into your CRM, notify your team, and trigger downstream communications automatically. Pick a combination and activate it in one click.

Formstack Forms
Copper
+
GmailGmail (8)
+
MailchimpMailchimp (8)
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SlackSlack (8)
+
Google DriveGoogle Drive (8)
+
CalendlyCalendly (8)
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StripeStripe (8)
F
G
C
Send a Gmail confirmation email for every new Formstack Forms submission, and create a lead in Copper.
Formstack Forms submissions instantly trigger a welcome email in Gmail and a new lead record in Copper, removing manual data entry.
C
F
G
Email your team in Gmail when a new Copper lead is created, and log a form submission in Formstack Forms.
New Copper leads trigger a notification email in Gmail and record a backup entry in Formstack Forms automatically.
C
F
G
When a Copper opportunity is updated, create a submission in Formstack Forms and send a notification email in Gmail.
Copper opportunity updates instantly log a Formstack Forms submission and email your management team via Gmail.
F
C
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Create a task in Copper for new form submissions, log the entry in Formstack Forms, and email updates in Gmail.
Form submissions automatically establish tasks in Copper, store records in Formstack Forms, and send Gmail alerts.
F
C
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If a Formstack Forms submission is marked urgent, create a priority lead in Copper and email support via Gmail.
Urgent form submissions create high-priority Copper leads and trigger immediate Gmail alerts for your support staff.
C
F
G
When a Copper task is updated, create a submission in Formstack Forms and send a summary email in Gmail.
Copper task updates trigger Formstack Forms log entries and deliver summary emails straight to your inbox in Gmail.
F
C
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Use ChatGPT to summarise every Formstack Forms submission, create a lead in Copper, and email the brief in Gmail.
ChatGPT analyses new form submissions, creates a structured lead in Copper, and emails a concise brief in Gmail.
F
C
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When a form submission arrives in Formstack Forms, create a lead in Copper, log a spreadsheet row in Google Drive, and email in Gmail.
Form submissions populate Copper leads, update Google Drive spreadsheets, and dispatch notification emails via Gmail.

Supported triggers and actions for Formstack Forms and Copper

Mix and match to build the exact automation you need

Formstack Forms
Formstack Forms Triggers & Actions
Instant
Submission is done in Formstack Forms
Triggers the automation when a new submission is received
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Form is added in Formstack Forms
Triggers the automation when a new form is added
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Create submission for a form in Formstack Forms
Generates a new form submission
Try it →
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 →

What can you automate with Copper + Formstack Forms?

Streamline your entire lead capture and CRM pipeline with reliable, 1-click automations.

What you can automate?
🎯
Turn form submissions into CRM leads automatically
Capture every inbound form entry and create a corresponding lead in Copper the moment it is submitted. Eliminate manual transcription and respond to prospects faster.
📝
Capture every submitted form field accurately
Map all available Formstack Forms answers into your Copper lead records instead of just names and emails. Your CRM stays packed with comprehensive customer context.
🔔
Alert your sales team the second a form arrives
Notify your team in Slack or via Gmail immediately when a new form submission is completed. Ensure zero response delays on hot inbound prospects.
🔀
Route submissions based on custom form answers
Trigger different workflows depending on specific fields submitted in your forms, such as assigning enterprise leads to senior reps while routing standard enquiries elsewhere.
🔄
Keep your CRM and form records synchronised
Update Copper leads whenever form submissions are modified or updated. Maintain complete data consistency across both platforms without lifting a finger.
🔍
Prevent duplicate records with intelligent matching
Search existing Copper records before creating new leads from form submissions. Keep your database clean by updating existing contacts instead of generating duplicates.
💼
Manage later pipeline stages and deal milestones
Trigger downstream operations when Copper opportunities are updated or won. Automate follow-up tasks and documentation hand-offs effortlessly.
🌐
Extend your workflow to messaging and email tools
Connect your core automation to Slack, Gmail, or Mailchimp to keep your entire stack informed. Build multi-step pipelines that handle your complete operational routine.
And much more...

Who is Copper + Formstack Forms integration for?

Teams capturing form submissions and managing CRM relationships need seamless data synchronisation to eliminate manual entry and accelerate response times.

Reporting managers
Reporting managers
Sales representatives
Sales representatives
Client account managers
Client account managers
Customer support teams
Customer support teams
Project managers
Project managers
Operations directors
Operations directors
📈
Reporting managers
You're tracking conversion metrics across channels but your CRM reports only update when someone manually exports form data, so the submission counts you're reviewing are always hours behind — with this integration, every new response lands in Copper instantly and your metrics stay current.
Sales representatives
You need to act fast on inbound enquiries, but submissions sit unassigned in your form inbox until someone spots them, resulting in lost deals — automating both apps means every form entry creates a lead immediately so you can reach out first.
🤝
Client account managers
You answer to stakeholders who want immediate progress updates on onboarding questionnaires, but manual tracking leaves gaps in your project history — with this integration, every submission updates your CRM records and keeps client files accurate.
📞
Customer support teams
The volume of inbound support tickets and intake forms is too high for anyone to keep up with by hand, causing frustrating delays for users — connecting these apps means every form submission populates your system automatically without manual triage.
📋
Project managers
You own the project kickoff stage and depend on someone upstream to hand over client requirements from intake forms, but details often get missed — this integration means every form submission transfers straight into your pipeline without manual hand-offs.
🗂️
Operations directors
You need a reliable audit trail of every customer interaction, but manual data transfers keep leaving missing fields and incomplete records across your tools — automating both apps means your database maintains a complete and accurate history.
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 Formstack Forms + Copper

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

1,500+ apps connected
1,500+ apps connected
Connect Formstack Forms + Copper 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
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Copper to Formstack Forms?
Frequently Asked Questions
You can connect Copper to Formstack Forms instantly using 1-click automations on Integrately. Choose from pre-built templates or ask Integrately AI to build your workflow and map your fields automatically.
Can I automatically create a Copper lead from every Formstack Forms submission?
Frequently Asked Questions
Can I connect Copper, Formstack Forms, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Copper and Formstack Forms?
Frequently Asked Questions
How does Copper handle lead creation and updates from form submissions?
Frequently Asked Questions
Can I customise form fields when syncing Formstack Forms to Copper?
Frequently Asked Questions
Do I need coding skills to automate Copper and Formstack Forms?
Frequently Asked Questions
Is the Copper and Formstack Forms integration free?
Frequently Asked Questions
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Didn't find the answer you were looking for?
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You Can Also Connect Copper or Formstack Forms With 1500+ Other Apps

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Formstack Forms
Popular Formstack Forms Integrations
Sync Formstack Forms with data storage, notification channels, and document tools to keep response data working across your stack.