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Berg System + Landingi

Create customers and sales opportunities in Berg System from new leads from Landingi landing pages

Activate this stay to stay effortlessly responsive to your new sales opportunities. Once it's active, this integration automatically creates a customer and corresponding sales opportunity in Berg System from the details of each new lead captured from a Landingi landing page.

Activate this stay to stay effortlessly responsive to your new sales opportunities. Once it's active, this integration automatically creates a customer and corresponding sales opportunity in Berg System from the details of each new lead captured from a Landingi landing page.

  1. When this happens...
    LandingiLandingi
    New Lead From Landing Page

    Triggers when a new lead from chosen form is created.

    TriggerInstant
  2. automatically do this...
    Berg SystemBerg System
    Create Customer

    Create the customer in the system

    ActionWrite
  3. then do this!
    Berg SystemBerg System
    Create Sale Opportuniety

    Creates a Sale Opportunity for given customer

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Landing page nameRequired

    • Form IDRequired

    Trigger
    Instant
    Try It
    • Selling Process IdRequired

    Trigger
    Scheduled
    Try It
    • 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)

    Action
    Write
berg-system logo
berg-system logo

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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Related categories

  • CRM (Customer Relationship Management)

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landingi logo

Related categories

Similar apps

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