How to integrate Happy Forms with Copper CRM Easily

Overview

By utilizing the Advanced Form Integration plugin, you can seamlessly link Happy Forms with Copper CRM. Once a user submits a form on your website, the plugin will transmit the relevant data to your Copper CRM account and generate a new contact.

Supported Features

• This allows you to create a new company, person, and deal in Copper CRM. The Pro version supports custom fields and tags.

Requirements

• The feature requires a Pro license. BUY NOW!
• Make sure that the Pro version of the Advanced Form Integration plugin is installed and activated. You should have got the links in the email after purchase. You can also download it anytime by logging into the user dashboard.
• Read plugin documentation for Happy Forms and Copper CRM. It is not required but helpful for a better understanding.

Set up Copper CRM API Connection

Before starting, you are required to set up the Copper CRM API connection in plugin settings.

1. Go to the WordPress admin area, and click AFI > Settings.
2. Activate Copper CRM and save. Open the Copper CRM tab.
3. Go to your Copper CRM account. Then go to Settings > Integrations. Create a new API Key and copy it.
4. Copy and paste the key in the Private Key input box and click Save Changes.

Create New Integration

Once the API connection is done you can start creating new integration. Click on Add New under the AFI menu, New Integration page will appear.

Title

A default title will be auto-generated with an auto incremental number. You can rename it to something related to the task. It will help you to quickly recognize the correct one when there is multiple integrations setup.

Trigger

Select Happy Forms in the Form Provider dropdown. The Happy Forms plugin must be installed and activated otherwise you won’t see it list

Action

Select Copper CRM PRO in Platform dropdown.

Map Fields

Map Fields section will appear where you’ll be able to determine which fields to send. Map Email, First Name, Last Name, etc. fields with their similar field in sender platform. Finally, click the Save Integration button.

Conditional Logic

Please check the documentation on Conditional Logic .

Frequently asked questions

Troubleshooting

Still need help?

Reach our support team at [email protected]