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Forms that feed your Pipeline directly 🚀

Create pipeline records from form responses to simplify onboarding, quoting, client intake and more.

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Written by Marketing
Updated today

Hey Coppernauts 👋

Big news for Forms power users! Now you can create Pipeline Records directly from form responses - making client intake, quoting, and onboarding faster and easier than ever.

This isn’t just a minor upgrade, it’s the next step in our ongoing Forms evolution, giving you confidence that the right data is captured and synced seamlessly into Copper. Let’s take a moment to appreciate the magic 🪄 of moving from intake to action without missing a beat.

Forms that create Pipeline Records

Capture the information you need, right from the start, and turn responses into actionable records in your CRM. Here’s what’s new:

  • Add Pipeline Fields to your form

    • In the Build step, select a pipeline from the chooser (defaults to the first pipeline set in Admin)

    • Include Description fields and any custom fields (except Connect fields)

    • Changing the pipeline after adding fields? Copper will ask for confirmation and reset previous field selections and workflow decisions

  • Workflow Action: Create Pipeline Record

    • Automatically generate opportunities from submissions

    • Simplified setup: choose naming, source, and owner while Copper auto-fills the rest

  • Form List visibility

    • Quickly see what each form is related to: Leads, People, Companies, and/or the destination pipeline name

Why you’ll love it

  1. Capture the right data with required questions and field descriptions, reducing confusion and back-and-forth.

  2. Seamless sync with Pipeline Records created from form responses and no need for third-party tools.

  3. Faster setup and intake with the native Form Builder UI and the ability to share or embed forms anywhere.

Ready to capture leads and opportunities in one go? Add Pipeline fields to your Forms today and watch submissions turn into actionable records instantly.

Here’s to submissions that don’t ghost you,

Amie at Copper

Got feedback or ideas? We’re always listening - drop us a line in the in-app chat 💬

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