Integromat + Copper + Cognito Forms Integration
Budget: $30 – $250 USD
I have existing leads in Copper and am using Cognito Forms to generate a sign up form on my website. When a user signs up, I would like to have Integromat configured to....
- Check for new sign ups from Cognito Forms
- Check if lead already exists in Copper (using email). If lead already exists, then need to convert the Lead to a Person, then create an opportunity.
- If lead does not exist, then create a Person, then create an opportunity
- Check for new sign ups from Cognito Forms
- Check if lead already exists in Copper (using email). If lead already exists, then need to convert the Lead to a Person, then create an opportunity.
- If lead does not exist, then create a Person, then create an opportunity