Connect Berg System and Microsoft Excel to unlock the power of automation
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Choose a Trigger
Choose an Action
How Zapier works
Zapier makes it easy to integrate Berg System with Microsoft Excel - no code necessary. See how you can get setup in minutes.
Select a trigger from Berg System
A trigger is an event that starts your Zap and runs the workflow. For example, with Berg System, a trigger could be "Collect Created Customer."
Setup an action from Microsoft Excel
An action is what takes place after the automation is triggered. For example, with Microsoft Excel, the action could be "Add Row."
That’s it! You just connected Berg System to Microsoft Excel
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Connect Berg System and Microsoft Excel to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
Automate your lead management and improve conversions
With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
Create more impactful campaigns with automation
Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.
Provide world-class support with a little help from automation
Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.
Automate your way to actionable, up-to-date data
The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.
Resolve incidents faster with automation
Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Collect Created Customer
Triggers when there's a new contact.
Try ItTriggerPolling - Selling Process IdRequired
Try ItTriggerPolling- Customer ID
- Company ID
- Employee IDRequired
- Title
- Selling Process ID
- Selling Process Step ID
- Expected Signing Date
- Sales Origin
- Contract Status
- Description
- Lead (Lead Market)
ActionWrite- FIrstnameRequired
- LastnameRequired
- Email
- Phone
- Customer Origin ID
- Employee IDRequired
- City
- Street
- House number
- Postcode
- State
- Region
- Gender
- Birthday
- Description
- Facebook
- Personal Data Processing Agreement
- Commercial Content Agreement
- Marketing Content Agreement
- Mail Sms Messages Agreement
ActionSearch or write
- Get Selling Process
Triggers when there's a new contact.
Try ItTriggerPolling - FIrstnameRequired
- LastnameRequired
- Email
- Phone
- Customer Origin ID
- Employee IDRequired
- City
- Street
- House number
- Postcode
- State
- Region
- Gender
- Birthday
- Description
- Facebook
- Personal Data Processing Agreement
- Commercial Content Agreement
- Marketing Content Agreement
- Mail Sms Messages Agreement
ActionWrite- FIrstnameRequired
- LastnameRequired
- Email
ActionSearch- Plan Restrictions
- Storage_source
- Folder
- SpreadsheetRequired
- WorksheetRequired
Try ItTriggerPolling
Learn how to automate Microsoft Excel on the Zapier blog
About Berg System
Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
About Microsoft Excel
Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets.
Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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OneDrive
File Management & Storage, Microsoft
Smartsheet
Spreadsheets
Quip
Documents