Here’s a step-by-step guide on how to set up a Zapier connection that creates a new Lead in Copper when you receive a new Google Form submission. We have included steps to configure a drop-down field in the Google Form.
To set up this connection, you will need:
- Copper CRM on Professional or Business Tier (admin access required)
- a Google Form that collects text fields and one drop-down
- a Zapier account on any pricing tier (including Free)
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!