Berg System + WPForms

Create sale opportunities in Berg System from new WPForms responses

Use this Zapier integration to create sale opportunities in Berg System from new WPForms entries.

When this happens...
New Form Entry
Triggers when a form entry is submitted.
TriggerInstant
automatically do this!
Create Sale Opportuniety
Creates a Sale Opportunity for given customer
ActionWrite

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Supported triggers and actions

- FormRequired
Trigger
Instant
Try It
Collect Created Customer
Triggers when there's a new contact.
Trigger
Polling
Try It
- Selling Process IdRequired
Trigger
Polling
Try It
- Customer ID
- Company ID
- Employee IDRequired
- Title
- Selling Process ID
- Selling Process Step ID
- Expected Signing Date
- Sales Origin
- Contract Status
- Description
- Lead (Lead Market)
Action
Write
- FIrstnameRequired
- LastnameRequired
- EmailRequired
- 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
Action
Search or write

- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Selling Process
Triggers when there's a new contact.
Trigger
Polling
Try It
- FIrstnameRequired
- 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
Action
Write
- FirstnameRequired
- LastnameRequired
- EmailRequired
Action
Search

About Berg System

Berg System is a CRM tool dedicated to sales teams in the financial, insurance, investment and photovoltaic industries.

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