Zapier Playbook: Create new Lead in Copper for new Jotform form submission

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Here’s a step-by-step guide on how to set up a Zapier connection that creates a new Lead in Copper each time a response on a Jotform is submitted. For this example, we are using a Jotform that collects text fields and one drop down field.

To set up this connection, you will need:

1. Copper CRM on Professional or Business Tier (admin access required)
2. a Jotform that collects text fields and one drop down item
3. a Zapier account on on Starter tier or above

  Ready to get started? Download this Playbook at the link below:

  Download Playbook  

Comment below or post in our forum if you have any questions!