Hey Coppernauts 👋
Your forms just got a serious upgrade.
We’ve taken them from simple data collection tools to something much more powerful — a way to actually move work forward. Think: capturing the right information, turning it into action, and keeping everything in sync as things evolve.
No more chasing updates. No more scattered info. Just a cleaner, more connected way to get things done. ✨
Let’s get into it.
🧾 Forms that don’t just collect, they act
Forms have always been great for capturing information.
But what happens after someone hits “Submit”? That’s where things get interesting!
With our latest updates, form submissions can:
Create new pipeline records
Update existing pipeline records
Trigger follow-up actions like tasks and emails
So instead of data sitting still, it moves. And your team moves with it.
Because the goal isn’t just collecting information, it’s doing something with it.
🔄 Keep your pipeline fresh (without lifting a finger)
Work doesn’t stop after intake. Details change. Scope evolves. New information comes in.
Now, instead of tracking those updates across emails and docs, you can send a form tied to an existing record and let your customers do the updating for you.
Once it’s submitted:
your pipeline record updates automatically
your team has the latest info
the next step is ready to go
It’s like giving your pipeline a built-in refresh button. 🔁
✉️ Follow-ups that actually follow up
Collecting information is one thing. Acting on it is another.
That’s where email comes in.
With built-in email automations, you can:
Send follow-ups automatically
Trigger sequences based on form submissions
Keep deals and projects moving without manual reminders
So instead of wondering “did we follow up?”, you already have.
Consistency looks good on you. ✨
🔗 From submission to full workflow
Here’s where it all comes together.
A form gets submitted → a record is created or updated → a follow-up is triggered → the next step is in motion.
No gaps. No guesswork. No “who owns this?” moments.
Just a smooth, connected workflow from start to finish.
🚀 Want to take it even further?
For teams looking to go beyond follow-ups, integrations like Tarvent extend Copper workflows even further.
That same data captured in your forms can trigger automated journeys based on pipeline activity, handle follow-ups and internal actions, and keep engagement moving over time, with activity syncing back into Copper so your team always knows what’s happening and when to step in.
From first touch to long-term relationship, everything stays connected.
💡 Why you’ll love it
Capture the right data, right from the start
Turn submissions into action instantly
Keep records up to date without manual work
Stay consistent with follow-ups
Build workflows that actually flow
Basically: less busywork, more momentum.
We like the sound of that.
🚀 Get started
Start with one form.
Connect it to your pipeline.
Add a follow-up.
And watch how quickly things start to move.
For a step-by-step walkthrough, check out our Help Center article.
Your workflows just got a whole lot smoother. Here’s to keeping things moving,
- Amie at Copper
Got feedback or ideas? We’re always listening — drop us a line in the in-app chat 💬