Available with the following plans:
The Copper website contact form allows you to capture visitors' information so you can nurture those new relationships in Copper.
This article contains general information about the widget and how form responses are captured in Copper.
You can also check out our more detailed articles:
The form and form fields
Copper's contact form is pre-configured with the fields you need to start collecting information from website visitors.
You can add your own fields and style the form. For more information on form fields, responses, and data updates in Copper, please see the article on how fields on your form map to Copper.
The responses
Form responses are automatically integrated with Copper to create and update contacts and create activities.
You can also assign an owner for new contacts created from form submissions.
Contact creation
If your company is not using Leads, form responses will create People records in Copper. The default Contact Type is Potential Customers, but you can change this when creating your form.
Activity creation
As part of this feature, we have released a new Activity Type called Form. Form responses will create activities with this new Type. A form response also:
Increases the # of Interactions by 1
Sets the Last Contacted date to the date the form submission was received
Form activities display:
On the Contact's Profile and can be filtered on
On the Feed in the Forms filter
You can also filter People and Leads by this new activity type to create Lists.
💡 Tip
Professional and Business customers can automatically respond to these new inquiries with an email automation based on a List (saved filter) of form responses.
Have a question? Contact our Customer Success Team using the in-app chat 💬
Have a suggestion? Check out the Ideas board in our Community 👥