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.
Copper forms create and update contacts, and can be placed on your website as a widget and/or embedded on a specific webpage.
The widget will overlay your website, which means it won't push other elements around on your website.
This article contains general information about Copper forms 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, create activities, and populate saved filters.
Contact creation
Form responses will create and update contacts in Copper. You can choose to assign an owner to contacts created from form responses.
Activity creation
When you save and publish a form, an activity type will be automatically created to capture responses. You can see these activities in Feed and on the contact's profile.
If you have multiple forms, each form will have its own activity type. This allows you to see the stream of responses specific to that form in Feed.
A form response also:
Increases the # of Interactions by 1
Sets the Last Contacted date to the date the form submission was received
Saved filter creation
When you save and publish a form, Copper will automatically create a saved filter to capture respondents.
If you have multiple forms, each form will have its own saved filter.
The saved filter is dynamic and synced to the form. You will not be able to delete the saved filter, rename the saved filter, change the column configuration, or change the visibility.
If you delete a form that has already been published, the saved filter will not be automatically deleted. It will remain as a historical record of form submissions, and to ensure no disruptions to any live automations.
The "Powered by Copper" line is automatically removed for Business plan customers.
💡 Tip
Professional and Business customers can automatically respond to these new inquiries with an email automation to the saved filter form respondents.
Have a question? Contact our Customer Success Team using the in-app chat 💬