Sellsy + WPForms

Create Sellsy opportunities from new WPForms entries

Easily convert new WPForms entries into sales opportunities in your Sellsy account with this efficient workflow. Whenever your WordPress site receives a fresh form submission, this automation will create a new opportunity in Sellsy, allowing your sales team to act on leads quickly and ensure no prospect slips through the cracks. Streamline your lead generation process and boost your sales conversion rate with this seamless integration.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Opportunity
Triggers when a new opportunity is created.
ActionWrite

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Supported triggers and actions

- FormRequired
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Instant
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New Contact
Triggers when a new contact is created.
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- Company TypeRequired
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Updated Opportunity Status
Triggers when the status is changed on an opportunity.
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Deleted Task
Triggers when a task is deleted.
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- Company TypeRequired
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- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write

- FunnelRequired
- StepRequired
- Company TypeRequired
- CompanyRequired
- NameRequired
- SourceRequired
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
- Prospect or ClientRequired
Action
Search
- Name, Email or PhoneRequired
- Prospect or ClientRequired
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Search or write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Updated Contact
Triggers when a contact is updated.
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Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Task
Triggers when a new task is created.
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Instant
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Updated Task
Triggers when a task is updated.
Trigger
Instant
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- Linked Object TypeRequired
- Linked IdRequired
- ContentRequired
- Date
Action
Write
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- LabelRequired
- Description
- DateRequired
- Confidentiality
- Guests
Action
Write
- Prospect or ClientRequired
- Company TypeRequired
- NameRequired
- First Name
- Reference
- Email
- Phone
- Mobile
- Fax
- Siren
- Siret
- Owner
- Smart tags
- Facebook ID
- LinkedIn ID
- Viadeo ID
- Twitter ID
- Website
- Address name, required if you want to add an address
- Address part 1
- Address part2
- Address zip code
- Address town
- Address state
- Address country code (default FR)
Action
Write
- Name, Email or PhoneRequired
Action
Search
- Name, Email or PhoneRequired
- Last NameRequired
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

Sellsy + WPForms

Create Sellsy opportunities from new WPForms entries

Supported triggers and actions

New Form Entry

New Contact

New Company

Updated Opportunity Status

Deleted Task

Updated Company

Create Contact

Create Opportunity

Create Company

Find Company

Finds or creates Company

API Request (Beta)

Updated Contact

New Opportunity

New Task

Updated Task

Create Annotation

Create/Update Contact

Create Task

Create/Update Company

Find Contact

Finds or creates Contact