Hey Coppernauts đ
Weâve been working hard on improving the Copper Form experience. Same Forms, more magic.
And they're bringing a whole new level of calm, clarity, and confidence to how you capture (and act on) information. Whether you're collecting leads, qualifying prospects, or gathering project details, Copper Forms make it easy to organize submissions and follow through, without lifting a finger.
Ditch your third-party forms partner and keep all your data in one place. With Copper Forms, you save time and money while staying fully in control of your lead capture and workflows.
Letâs take a moment to appreciate the magic of no-mess, no-stress data collection. đȘ
đ Copper Forms: Built for better follow-up
You asked for smarter forms, we built them with your workflows in mind. Hereâs whatâs new:
Admin-only access: Keep things clean and secure. Only Admins and Owners can build and manage forms, giving you tighter control over who can edit and automate.
Auto-created Activity Types: Every form now gets its own activity type, so you can filter submissions, track history, and scan your Feed with total clarity.
Saved filter magic: Copper creates a dynamic filter for each form, so youâll never lose track of who responded. It even updates automatically when you make changes.
Workflow: Add Tag: Want to tag leads by form topic or source? Now you can, automatically.
Workflow: Create Task (Basic & up): Make sure nothing falls through the cracks. Automatically create follow-up tasks when someone submits a form.
Fresh new UI: A cleaner, smoother form-building experience thatâs easier on the eyes (and the brain).
Submission counts at a glance: See exactly how many responses each form has collected right from your forms list.
Share form via link: Copy and share a direct link to your formâno embed required. Easy to send, easy to fill out. Read more here.
đŠ Smart auto response: guide your next move
Once you publish a form for the first time, whether itâs your first form or your 10th, Copper will guide you to the next best step:
Starter & Basic plans: A quick modal points you to your newly created saved filter
Professional & Business plans: The modal opens your saved filter and launches the âCreate Email Automationâ setup flow
This guided experience appears when you close the form builder after publishing a form for the first time. It wonât pop up for small edits (like tweaking fields or styling a live form), so your workflow stays smooth and focused.
Forms that follow through
Every form now comes with a one-stop automation setup step - so you can configure tagging, filters, follow-ups, and more, all in one place. Capturing leads is only half the battle. Now you can act on them, instantly. Clean, centralized, quick, and ready to go.
From auto-created tasks to filtered views to smart nudges, Forms help you stay organized and on top of every submission.
How to set up your workflow
Getting your forms to work for you is easy, here's how:
Head over to the Forms menu item in the left navigation.
Once youâre there, click on the Workflow tab. This is your one-stop shop to set up everything from tags to tasks and more.
Build and customize your entire automation flow right here, from form submission all the way through follow-up.
Hereâs to capturing more leads, with less mess.
Amie at Copper
Got feedback or ideas? Weâre always listening - drop us a line in the in-app chat đŹ