Use Cases
- Automatically capture leads from web forms and send them to Copper.
- Reduce manual data entry by automating lead transfer to your CRM.
- Enhance lead management efficiency for sales teams.
How It Works
Trigger the workflow using a webhook when a new lead is submitted. Fetch lead data from the specified web form. Send the fetched lead data to Copper for CRM integration.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook path to match your web form submission URL.
- 3Set up the Copper API credentials in the Send to Copper node.
- 4Test the workflow by submitting a lead through the web form.
Apps Used
Copper
Web form service
Slack
Categories
Target Roles
Industries
Tags
#process automation
#workflow management
#notifications