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Berg System + WPForms

Berg System + WPForms

Berg System + WPForms integrations

Create customers and sales opportunities in Berg System from new WPForms responses

Activate this Zapier integration to automatically create a customer with a sales opportunity in your Berg System CRM whenever there is a new WPForms response.

  1. When this happens...
    New Form Entry
    New Form Entry
    New Form EntryTriggers when a form entry is submitted.
  2. automatically do this...
    Create Customer
    Create Customer
    Create CustomerCreate the customer in the system
  3. then do this!
    Create Sale Opportuniety
    Create Sale Opportuniety
    Create Sale OpportunietyCreates a Sale Opportunity for given customer
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More things you can do with WPForms and Berg System

Discover other triggers and actions you can use with WPForms and Berg System

    • Form
      Required
    Trigger
    Instant
    Try It
  • Berg System triggers, actions, and search
    Collect Created Customer

    Triggers when there's a new contact.

    Trigger
    Polling
    Try It
    • Selling Process Id
      Required
    Trigger
    Polling
    Try It
    • Customer ID
    • Company ID
    • Employee ID
      Required
    • Title
    • Selling Process ID
    • Selling Process Step ID
    • Expected Signing Date
    • Sales Origin
    • Contract Status
    • Description
    • Lead (Lead Market)
    Action
    Write
    • Api_docs_info
    • Stop on error
      Required
    • HTTP Method
      Required
    • URL
      Required
    • Query string parameters
    • Additional request headers
    • Body
    Action
    Write
    • FIrstname
      Required
    • Lastname
      Required
    • Email
    • Phone
    • Customer Origin ID
    • Employee ID
      Required
    • 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
    Action
    Write
    • Firstname
      Required
    • Lastname
      Required
    • Email
      Required
    Action
    Search
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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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About WPForms
WPForms is a drag and drop online form builder for WordPress that allows you to easily create contact forms, email subscription forms, billing forms, donation forms, online order forms, and more.
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