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

What does this mean?

- FormRequired
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
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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
Trigger
Instant
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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.
Trigger
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.
Trigger
Instant
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Updated Task
Triggers when a task is updated.
Trigger
Instant
Try It
- 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

About Sellsy

Sellsy is a single tool that tracks all your customer cycles.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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 more Help

Related categories

Similar apps

Gravity Forms

Forms & Surveys, WordPress

Formidable Forms

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123FormBuilder

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Sellsy + WPForms

Create Sellsy opportunities from new WPForms entries

New Form Entry

New Contact

New Company

Company TypeRequired

Updated Opportunity Status

Deleted Task

Updated Company

Company TypeRequired

Create Contact

Last NameRequired

First Name

Title

Position

Email

Telephone

Mobile

Fax

Birthdate

Owner

Smart tags

Company

Website

Create Opportunity

FunnelRequired

StepRequired

Company TypeRequired

CompanyRequired

NameRequired

SourceRequired

Brief

Due Date

Opportunity #

Owner

Potential Amount

Probability

Linked Staffs

Create Company

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)

Find Company

Name, Email or PhoneRequired

Prospect or ClientRequired

Finds or creates Company

Name, Email or PhoneRequired

Prospect or ClientRequired

Prospect or ClientRequired

Company TypeRequired

NameRequired

First Name

Reference

Email

Phone