Available with the following plans:
All plans
Copper Forms will soon give you more control and flexibility over how Companies are created when a contact submits a form. This article explains what’s changing, why it matters, and how to update your forms so they continue working correctly.
Key dates:
Company fields live: September 24, 2025
Automatic Company creation stops: October 2, 2025
What’s changing
Previously, Copper automatically created a Company record from every form submission. You couldn’t control how these Companies were created, and you couldn’t customize the data fields used.
Why This Change Matters
This update gives you more flexibility and control over how form submissions create or update Companies in Copper. Instead of every form automatically creating a new Company, you get to decide exactly what happens.
Here’s what you can now do:
Choose when a Company is created: Add a Company field to your form so only submissions with that field create a Company.
Update existing Companies: If a Company already exists in Copper, form submissions can update it instead of creating duplicates.
Control ownership: Assign the right teammate as the Company owner from the start.
Set Company details: Define the Contact Type (e.g., Customer, Partner, Prospect) and apply tags for easier segmentation.
Map form data directly: Ensure information from your form goes into the right Company fields in Copper.
Together, these changes mean you’ll only get the Companies you want, with the right data, and in the right place — no more duplicates or unwanted records.
⚠️ Important: After October 2, forms without a Company field will no longer create Company records automatically. This could affect your workflows and reporting.
How to update your forms
Step 1: Open the form builder
Go to Forms in your Copper account.
Click the pen icon next to the form you want to update.
Step 2: Add a Company Field
Go to the “Build” tab in the form builder, add a Company field to your form.
Select which Company property you want filled out when a form is submitted.
Repeat this process with every Company field you need.
Step 3: Configure company creation/update
Go to the “Workflow” tab in the form builder.
Enable the “Create/Update Company” action.
Customize the action by
Assigning a Company owner
Setting a Contact Type
Applying tags as needed
Step 4: Save your form
Click “Save & Publish” in the top right corner Your form will now continue creating Companies.
Tips
You should update all active forms in advance of October 2 to avoid any disruption.
Tip - test your form after adding Company fields to ensure everything is working as expected.
FAQ
Q: What happens if I don’t update my forms?
A: Forms that have not added Company fields as outlined above will stop automatically creating Companies starting October 2.
Q: Can I still create Companies automatically?
A: Yes! Just add a Company field to your form and configure the create/update action.
Q: When will these updates take effect?
A: Company fields are live today. Automatic Company creation without fields stops on October 2.
Q: Who can I contact if I need help?
A: You can reach out via the in-app chat in the bottom right corner of Copper.
These updates give you more control and flexibility over your forms and the Companies they create. To make sure everything keeps working smoothly, just add Company fields to your forms and set up the workflow before October 2. Doing this now will help your submissions continue to flow without any interruptions!