Sellsy + WPForms

Sellsy + WPForms integrations

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 EntryTriggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create OpportunityTriggers when a new opportunity is created.
ActionWrite

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More things you can do with WPForms and Sellsy

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

- Form
  Required
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Company Type
  Required
Trigger
Instant
Try It
Updated Opportunity Status
Triggers when the status is changed on an opportunity.
Trigger
Instant
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Deleted Task
Triggers when a task is deleted.
Trigger
Instant
Try It

- Company Type
  Required
Trigger
Instant
Try It
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write

- Funnel
  Required
- Step
  Required
- Company Type
  Required
- Company
  Required
- Name
  Required
- Source
  Required
- Brief
- Due Date
- Opportunity #
- Owner
- Potential Amount
- Probability
- Linked Staffs
Action
Write
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- 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 Phone
  Required
- Prospect or Client
  Required
Action
Search
- Name, Email or Phone
  Required
- Prospect or Client
  Required
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- 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
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- Linked Object Type
  Required
- Linked Id
  Required
- Content
  Required
- Date
Action
Write
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Write
- Label
  Required
- Description
- Date
  Required
- Confidentiality
- Guests
Action
Write
- Prospect or Client
  Required
- Company Type
  Required
- Name
  Required
- 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 Phone
  Required
Action
Search
- Name, Email or Phone
  Required
- Last Name
  Required
- First Name
- Title
- Position
- Email
- Telephone
- Mobile
- Fax
- Birthdate
- Owner
- Smart tags
- Company
- Website
Action
Search or write

About Sellsy

Sellsy is a French SaaS that helps SMBs and VBEs manage sales, invoicing, marketing, and cash flow in one integrated, easy-to-use platform.

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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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