Use Cases
- Automatically create deals in Copper from web form submissions.
- Streamline lead management by reducing manual data entry.
- Notify team members of errors in real-time via Slack.
How It Works
Trigger the workflow with an incoming webhook from the web form. Fetch data from the web form using an HTTP request. Send the fetched data to Copper to create a new deal. Handle errors by sending notifications to Slack.
Setup Steps
- 1Import the workflow template into n8n.
- 2Configure the webhook URL in your web form settings.
- 3Set up the HTTP request to fetch data from the web form.
- 4Configure the HTTP request to send data to Copper.
- 5Set up Slack notifications for error handling.
Apps Used
Copper
Slack
Web Form Service
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management