Capture conference leads into Copper.

Visitors at your booth or talk scan a QR code or text a keyword, answer a question or two, and arrive in Copper as people, tagged by event.

Start free trialHow it connects

14-day free trial. Connects to Copper through Zapier.

At your event

EXPO

Thanks for stopping by! What’s your work email?

lena.f@northpeak.co

Added to Copper

Through Zapier · Tag: summit

Booth and conference leads that make it into Copper

Badge scans arrive days later in a spreadsheet, and business cards get typed up by whoever has time. With Textiful, visitors give you their details by text and they’re in your CRM before they reach the next booth.

  • Relationships start at the event

    Each person lands in Copper with their company and answers, next to your Gmail conversations with them.

  • A keyword or a QR code

    Say “text DEMO to 33777” from the front of the room, or put a QR code where people can scan it. Either one starts your capture flow.

  • Qualifying questions by text

    A capture flow asks for company, role, or timeline one text at a time, and each answer becomes a field your reps can sort by.

Connect it with Zapier

  1. 1

    Start with Textiful

    In Zapier, create a Zap. Choose Textiful as the trigger app and New Contact as the trigger, then sign in to Textiful.

  2. 2

    Pick your flow

    Choose the capture flow to watch. Finish the flow once from your own phone, then test the trigger so Zapier has a sample.

  3. 3

    Add Copper

    Choose Copper and the Create/Update Person action. Map name, email, phone, and company, and add tags.

  4. 4

    Turn it on

    From then on, everyone who finishes the flow becomes a lead or contact in Copper.

See Textiful + Copper on Zapier, or read the Zapier setup guide.

The Copper action to use

Your Zap has two steps: Textiful’s New Contact trigger, then Copper’s Create/Update Person action. Here’s every field Zapier shows for that action, and what to put in each one.

1. Trigger

Textiful: New Contact

Runs when someone finishes the capture flow you pick.

  • Campaign NameRequiredYour capture flow

Always sent

Email, First name, Last name, Mobile number, Keyword (empty for a QR code scan), Number texted, Flow name and ID, Time they finished

Sent when your flow asks

Zip, City, State, Time zone, Company, Birthdate and age, Your custom fields, Poll answers

Each answer arrives as its own field you can map.

2. Action

Copper: Create/Update Person

Creates or Updates a Person depending on the match criteria.

Field in ZapierWhat to put here
E-MailRequiredEmail
Full NameFirst and last name
First NameFirst name
Last NameLast name
CompanyCompany (if your flow asks)
DescriptionAnswers to your questions
Phone NumberMobile number
CityCity (if your flow asks)
StateState (if your flow asks)
Zip CodeZip (if your flow asks)
TagsType the event name
Replace or Append to TagsType the event name
Name PrefixOptional
Middle NameOptional

9 more optional fields. Field names as listed on Zapier, checked November 2026.

Where sales teams capture leads into Copper

Questions people ask

More CRMs that work with Textiful

Get your next show’s leads into Copper.

Try Textiful free for 14 days. Set up a QR code or keyword in minutes and see who shows up.

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