Berg System + WPForms
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.
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.
- When this happens...New Form Entry
Triggers when a form entry is submitted.
- automatically do this...Create Customer
Create the customer in the system
- then do this!Create Sale Opportuniety
Creates a Sale Opportunity for given customer
- Free forever for core features
- 14 day trial for premium features & apps
FormRequired
Try ItCollect Created Customer
Triggers when there's a new contact.
Try ItSelling Process IdRequired
Try ItCustomer ID
Company ID
Employee IDRequired
Title
Selling Process ID
Selling Process Step ID
Expected Signing Date
Sales Origin
Contract Status
Description
Lead (Lead Market)
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Get Selling Process
Triggers when there's a new contact.
Try ItFIrstnameRequired
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
FirstnameRequired
LastnameRequired
EmailRequired
About Berg System
Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.
Related categories
Similar apps
Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout 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.
