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Salestrekker + WPForms

Salestrekker + WPForms

Salestrekker + WPForms integrations

Create new Salestrekker deals from new WPForms form entries

Effortlessly streamline your lead management process with this handy workflow. Whenever a new form entry is received in WPForms, it will instantly create a new deal in Salestrekker. Organize your leads more efficiently, save time, and close deals faster with this seamless automation.

When this happens...
New Form EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create New DealCreates a new Deal.
ActionWrite

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More things you can do with WPForms and Salestrekker

Discover other triggers and actions you can use with WPForms and Salestrekker

- Form
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It

- Organization
- Contact is
  Required
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Label
Action
Write
- Content
- Note Label
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Organization
- Workflows
  Required
- Stages
  Required
- Owner
- Ticket Label
- Deal Name
- Deal value
- Deal summary
- Color
- Attachment
- Attachment Filename
- Contact is
- Email
- Phone Code
- Phone
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Contact Description
- Type
- Contact Label
- Note Type
- Note Label
- Content
Action
Write
- Name
  Required
- Comment
- Due Date
- Sub Tasks
- Assign To
Action
Write

- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Organization
  Required
- Note Type
Trigger
Instant
Try It
- Organization
  Required
Trigger
Instant
Try It
- Task Name
  Required
Action
Write
- Organization
  Required
- Contact Id
  Required
- Phone
- is Company
- Unsubscribed from marketing
- Contact Description
- Contact Label
- Country
- State
- City
- Suburb
- Street
- Street Number
- Suite Number
- Post Code
Action
Write
- New Stage
- New Status
- Deal Label
- Deal Summary
- Deal Value
- Settlement Date
- Color
- Attachment
- Attachment Filename
Action
Write
- Organization
- Sender Email
  Required
- Content
- Note Type
- Attachment
- Attachment Filename
Action
Write
- Attachment
  Required
- Attachment Filename
Action
Write

About Salestrekker

Salestrekker is CRM software for finance professionals.

Learn moreLearn moreHelpHelp

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CRM (Customer Relationship Management)

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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.

Learn moreLearn moreHelpHelp

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Forms & Surveys

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