Copper Forms let you collect contact information and save responses directly in Copper. Use forms for website Contact Us pages, shared links, in-person signups, or events. You can also use forms to create follow-up tasks or pipeline records when the right fields are included.
Create a form
Go to Forms in Copper, then choose the type of record the form should create or update. For a basic contact form, select Create or update people. You can also create forms for leads or existing pipeline records.
Choose the form type that matches the record you want to create or update.
Add fields to the form
On the Build tab, select the Copper fields you want responders to complete. A simple Contact Us form might include Full Name, Work Email, Message, and Work Phone. Add only the fields your team needs for follow-up.
If you do not see a field you need, add it in Settings > Manage Fields on Records first.
Select the fields that should appear on the form.
Set the form workflow
Go to Workflow to decide what Copper should do after someone submits the form. Copper can create or update the person record, and you can add follow-up actions such as creating a task, company record, or pipeline record.
Use the Workflow tab to decide what happens after the form is submitted.
Style and share the form
Use Style to adjust the form fonts and colors. On the Share tab, choose how people will access the form: as a website widget, embedded on a page, or through a dedicated share link.
The share link is useful when you want to send the form by email, use it internally, or open it on a tablet at an event.
Copy the share link, or choose widget or embed options for a website.
Use the share link in person
Open the share link on a tablet or another device for front desk check-ins, events, or booths. When someone submits the form, their information is added to Copper so your team can follow up.
A shared form opens on its own page so someone can submit their details directly.
Optional: create opportunities from form responses
To create an opportunity from the same submission, add at least one pipeline field to the form. Once a pipeline field is included, Copper can create a pipeline record from the response.
Add pipeline fields when form responses should also create opportunities.
Best practices
Keep contact forms short so people are more likely to complete them.
Include only fields your team will use for follow-up, filtering, or reporting.
Add a follow-up task for time-sensitive inquiries.
Use a share link for in-person signups or events.
Add pipeline fields only when each submission should create an opportunity.