Use Cases
- Automate lead assignment to salespeople from web form submissions
- Integrate web form data directly into Copper CRM
- Enhance team communication with error notifications via Slack
How It Works
Incoming data is captured through a webhook trigger Data is fetched from the specified web form Lead information is sent to Copper for assignment Error notifications are sent to a Slack channel if issues occur
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to match your web form
- 3Set up the Copper API credentials in the workflow
- 4Adjust the Slack channel settings for error notifications
Apps Used
Copper
Slack
Web Form Service
Categories
Target Roles
Industries
Tags
#process automation
#notifications
#workflow management